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IBEX Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

IBEX Wealth Advisors’s Portfolio HYG Stock Details HYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$8K – 201
2019
Q2 		$8K Buy
+100
New +$8.63K ﹤0.01% 334

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IBEX Wealth Advisors's HYG Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2019, closing a stake of 100 shares — an estimated $8K sold.

IBEX Wealth Advisors first reported a position in HYG in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 665 funds tracked by Wall St. Rank hold HYG as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 100 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2019, an estimated $8K.
  • IBEX Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $8K in Q2 2019.
  • 665 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.