Insight 2811 Inc’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Insight 2811 Inc’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
2018 Q4	–	Sell	-7,954	Closed	-$688K	–	90
2018 Q3	$688K	Buy	+7,954	New	+$683K	0.46%	41
2017 Q3	–	Sell	-9,272	Closed	-$820K	–	76
2017 Q2	$820K	Sell	9,272 -1,755	-16%	-$154K	0.63%	32
2017 Q1	$968K	Sell	11,027 -111	-1%	-$9.7K	0.74%	22
2016 Q4	$964K	Sell	11,138 -781	-7%	-$67.2K	0.79%	19
2016 Q3	$1.04M	Sell	11,919 -6,099	-34%	-$525K	0.65%	33
2016 Q2	$1.53M	Sell	18,018 -6,882	-28%	-$572K	0.59%	28
2016 Q1	$2.03M	Buy	+24,900	New	+$1.98M	0.8%	17
2015 Q3	–	Sell	-24,452	Closed	-$2.17M	–	110
2015 Q2	$2.17M	Sell	24,452 -504	-2%	-$45.6K	1.04%	13
2015 Q1	$2.26M	Buy	+24,956	New	+$2.26M	1.07%	15

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

Insight 2811 Inc's HYG Position: Q4 2018 in Review

Insight 2811 Inc sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2018, closing a stake of 7,954 shares — an estimated $688K sold.

Insight 2811 Inc first reported a position in HYG in Q1 2015 and held it in 9 quarters. The position peaked at $2.26M in Q1 2015. 673 funds tracked by Wall St. Rank hold HYG as of Q4 2018.

Insight 2811 Inc reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Insight 2811 Inc sold 7,954 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2018, an estimated $688K.
Insight 2811 Inc first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2015 and held it in 9 quarters.
Insight 2811 Inc's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.26M in Q1 2015.
673 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2018.

Based on Insight 2811 Inc's 13F filing for Q4 2018, filed 25 Feb 2019.