Investors Capital Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$616K	Buy	7,279 +355	+5%	+$29.5K	0.12%	230
2016 Q1	$565K	Buy	6,924 +2,405	+53%	+$191K	0.11%	243
2015 Q4	$364K	Sell	4,519 -1,705	-27%	-$142K	0.07%	385
2015 Q3	$518K	Sell	6,224 -5,977	-49%	-$518K	0.1%	272
2015 Q2	$1.08M	Sell	12,201 -228	-2%	-$20.6K	0.2%	142
2015 Q1	$1.13M	Buy	12,429 +2,364	+23%	+$214K	0.21%	129
2014 Q4	$901K	Sell	10,065 -2,617	-21%	-$238K	0.17%	172
2014 Q3	$1.17M	Buy	12,682 +127	+1%	+$11.9K	0.23%	120
2014 Q2	$1.2M	Sell	12,555 -793	-6%	-$75K	0.19%	155
2014 Q1	$1.26M	Sell	13,348 -17	-0.1%	-$1.59K	0.27%	90
2013 Q4	$1.24M	Buy	13,365 +905	+7%	+$84K	0.29%	90
2013 Q3	$1.14M	Buy	12,460 +6,545	+111%	+$600K	0.3%	89
2013 Q2	$537K	Buy	+5,915	New	+$555K	0.16%	175

Other funds holding HYG

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

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

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 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

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Investors Capital Advisory Services's HYG Position: Q2 2016 in Review

Investors Capital Advisory Services increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.1% in Q2 2016, buying an estimated $29.5K and bringing the position to 7,279 shares worth $616K. The position accounts for 0.12% of the portfolio, ranked #230.

Investors Capital Advisory Services first reported a position in HYG in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.26M in Q1 2014. 519 funds tracked by Wall St. Rank hold HYG as of Q2 2016.

Investors Capital Advisory Services held 7,279 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $616K as of Q2 2016.
Investors Capital Advisory Services bought 355 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2016, an estimated $29.5K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.12% of Investors Capital Advisory Services's portfolio in Q2 2016, its #230 holding.
Investors Capital Advisory Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.26M in Q1 2014.
519 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.