Integrated Wealth Management (Palm Desert)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$3.48M	Buy	39,655 +6,300	+19%	+$550K	1.17%	22
2016 Q4	$2.89M	Buy	33,355 +4,047	+14%	+$348K	1.08%	23
2016 Q3	$2.56M	Buy	29,308 +24,247	+479%	+$2.09M	0.92%	27
2016 Q2	$429K	Buy	5,061 +3,441	+212%	+$286K	0.17%	125
2016 Q1	$132K	Sell	1,620 -202	-11%	-$16K	0.06%	249
2015 Q4	$147K	Buy	1,822 +20	+1%	+$1.66K	0.06%	236
2015 Q3	$150K	Buy	1,802 +13	+0.7%	+$1.13K	0.07%	220
2015 Q2	$159K	Buy	1,789 +20	+1%	+$1.81K	0.06%	223
2015 Q1	$160K	Buy	+1,769	New	+$160K	0.07%	222

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HMC

Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s HYG Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 19% in Q1 2017, buying an estimated $550K and bringing the position to 39,655 shares worth $3.48M. The position accounts for 1.17% of the portfolio, ranked #22.

Integrated Wealth Management (Palm Desert) first reported a position in HYG in Q1 2015 and has held it in 9 quarters since. 594 funds tracked by Wall St. Rank hold HYG as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 39,655 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.48M as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 6,300 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2017, an estimated $550K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.17% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #22 holding.
Integrated Wealth Management (Palm Desert) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2015 and has held it in 9 quarters since.
594 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.