IAS
HYG icon

IMA Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

IMA Advisory Services’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
Q1 		– Sell
-3
Closed – – 300
2018
Q4 		$0 Hold
3
– – ﹤0.01% 334
2018
Q3 		$0 Sell
3
-8
-73% -$687 ﹤0.01% 398
2018
Q2 		$1K Buy
+11
New +$942 ﹤0.01% 435
2017
Q1 		– Sell
-2,895
Closed -$251K – 138
2016
Q4 		$251K Hold
2,895
– – 0.15% 105
2016
Q3 		$253K Buy
2,895
+484
+20% +$41.6K 0.14% 100
2016
Q2 		$204K Buy
+2,411
New +$200K 0.13% 102

Other funds holding HYG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return