Institute for Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Institute for Wealth Management’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
2020 Q1	–	Sell	-1,526	Closed	-$134K	–	499
2019 Q4	$134K	Buy	+1,526	New	+$133K	0.03%	453
2018 Q1	–	Sell	-9,700	Closed	-$846K	–	317
2017 Q4	$846K	Sell	9,700 -5,401	-36%	-$474K	0.2%	154
2017 Q3	$1.34M	Sell	15,101 -1,677	-10%	-$148K	0.44%	73
2017 Q2	$1.48M	Buy	+16,778	New	+$1.48M	0.41%	60
2015 Q4	$636K	Sell	7,889 -4,786	-38%	-$398K	0.95%	27
2015 Q3	$1.06M	Sell	12,675 -20,774	-62%	-$1.8M	2.01%	23
2015 Q2	$2.97M	Buy	33,449 +526	+2%	+$47.6K	3.83%	9
2015 Q1	$2.98M	Sell	32,923 -2,764	-8%	-$250K	3.28%	9
2014 Q4	$3.2M	Sell	35,687 -8,480	-19%	-$772K	3.36%	9
2014 Q3	$4.04M	Buy	44,167 +40,938	+1,268%	+$3.83M	3.84%	5
2014 Q2	$307K	Sell	3,229 -2,717	-46%	-$257K	0.27%	28
2014 Q1	$561K	Sell	5,946 -378	-6%	-$35.4K	0.48%	30
2013 Q4	$587K	Sell	6,324 -4,745	-43%	-$441K	0.42%	33
2013 Q3	$1.01M	Buy	11,069 +5,148	+87%	+$472K	0.7%	28
2013 Q2	$538K	Buy	+5,921	New	+$556K	0.43%	29

Other funds holding HYG

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Institute for Wealth Management's HYG Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2020, closing a stake of 1,526 shares — an estimated $134K sold.

Institute for Wealth Management first reported a position in HYG in Q2 2013 and held it in 15 quarters. The position peaked at $4.04M in Q3 2014. 716 funds tracked by Wall St. Rank hold HYG as of Q1 2020.

Institute for Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 1,526 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2020, an estimated $134K.
Institute for Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 15 quarters.
Institute for Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.04M in Q3 2014.
716 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.