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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-39
Closed -$3K 166
2020
Q1
$3K Buy
39
+8
+26% +$676 ﹤0.01% 144
2019
Q4
$3K Buy
+31
New +$2.7K ﹤0.01% 154

Other funds holding HYG

Independence Advisors's HYG Position: Q2 2020 in Review

Independence Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2020, closing a stake of 39 shares — an estimated $3K sold.

Independence Advisors first reported a position in HYG in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 762 funds tracked by Wall St. Rank hold HYG as of Q2 2020.

  • Independence Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Independence Advisors sold 39 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2020, an estimated $3K.
  • Independence Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Independence Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3K in Q1 2020.
  • 762 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2020.

Based on Independence Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.