Karp Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Karp Capital 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
2019 Q1	–	Sell	-340	Closed	-$28K	–	227
2018 Q4	$28K	Sell	340 -38,268	-99%	-$3.2M	0.01%	186
2018 Q3	$3.34M	Sell	38,608 -81	-0.2%	-$6.96K	1.15%	32
2018 Q2	$3.29M	Buy	38,689 +397	+1%	+$34K	1.3%	29
2018 Q1	$3.28M	Buy	38,292 +2,792	+8%	+$241K	1.32%	25
2017 Q4	$3.1M	Buy	35,500 +3,378	+11%	+$296K	1.31%	27
2017 Q3	$2.85M	Buy	32,122 +1,147	+4%	+$101K	1.32%	28
2017 Q2	$2.74M	Buy	30,975 +3,357	+12%	+$295K	1.35%	28
2017 Q1	$2.42M	Buy	+27,618	New	+$2.41M	1.37%	33
2016 Q4	–	Sell	-24,589	Closed	-$2.15M	–	79
2016 Q3	$2.15M	Buy	24,589 +963	+4%	+$82.8K	1.37%	34
2016 Q2	$2M	Sell	23,626 -18	-0.1%	-$1.5K	1.33%	34
2016 Q1	$1.93M	Sell	23,644 -4,893	-17%	-$388K	1.33%	37
2015 Q4	$2.3M	Buy	+28,537	New	+$2.37M	1.34%	33

Other funds holding HYG

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Karp Capital Management's HYG Position: Q1 2019 in Review

Karp Capital Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2019, closing a stake of 340 shares — an estimated $28K sold.

Karp Capital Management first reported a position in HYG in Q4 2015 and held it in 12 quarters. The position peaked at $3.34M in Q3 2018. 694 funds tracked by Wall St. Rank hold HYG as of Q1 2019.

Karp Capital Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 340 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2019, an estimated $28K.
Karp Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and held it in 12 quarters.
Karp Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.34M in Q3 2018.
694 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.