Integrated Wealth Counsel’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
2016
Q4
$35K Sell
400
-64
-14% -$5.51K 0.08% 89
2016
Q3
$40K Buy
+464
New +$39.9K 0.08% 78

Other funds holding HYG

Integrated Wealth Counsel's HYG Position: Q4 2016 in Review

Integrated Wealth Counsel reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 14% in Q4 2016, selling an estimated $5.51K and leaving 400 shares worth $35K. The position accounts for 0.08% of the portfolio, ranked #89.

Integrated Wealth Counsel first reported a position in HYG in Q3 2016 and has held it in 2 quarters since. The position peaked at $40K in Q3 2016. 570 funds tracked by Wall St. Rank hold HYG as of Q4 2016.

  • Integrated Wealth Counsel held 400 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $35K as of Q4 2016.
  • Integrated Wealth Counsel sold 64 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2016, an estimated $5.51K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.08% of Integrated Wealth Counsel's portfolio in Q4 2016, its #89 holding.
  • Integrated Wealth Counsel first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2016 and has held it in 2 quarters since.
  • Integrated Wealth Counsel's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $40K in Q3 2016.
  • 570 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.