Independence Trust’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
2015
Q2
Sell
-3,288
Closed -$298K 125
2015
Q1
$298K Sell
3,288
-3,352
-50% -$303K 0.19% 87
2014
Q4
$595K Buy
+6,640
New +$605K 0.36% 55

Other funds holding HYG

Independence Trust's HYG Position: Q2 2015 in Review

Independence Trust sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2015, closing a stake of 3,288 shares — an estimated $298K sold.

Independence Trust first reported a position in HYG in Q4 2014 and held it in 2 quarters. The position peaked at $595K in Q4 2014. 457 funds tracked by Wall St. Rank hold HYG as of Q2 2015.

  • Independence Trust reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Independence Trust sold 3,288 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2015, an estimated $298K.
  • Independence Trust first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and held it in 2 quarters.
  • Independence Trust's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $595K in Q4 2014.
  • 457 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2015.

Based on Independence Trust's 13F filing for Q2 2015, filed 13 Jul 2015.