Kavar Capital Partners Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Kavar Capital Partners Group’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
2015 Q4	–	Sell	-6	Closed	–	–	496
2015 Q3	$0	Sell	6 -6	-50%	-$520	﹤0.01%	501
2015 Q2	$1K	Buy	+12	New	+$1.08K	﹤0.01%	440
2014 Q2	–	Sell	-14	Closed	-$1K	–	267
2014 Q1	$1K	Buy	+14	New	+$1.31K	﹤0.01%	445

Other funds holding HYG

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kavar Capital Partners Group's HYG Position: Q4 2015 in Review

Kavar Capital Partners Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2015, closing a stake of 6 shares.

Kavar Capital Partners Group first reported a position in HYG in Q1 2014 and held it in 3 quarters. The position peaked at $1K in Q2 2015. 490 funds tracked by Wall St. Rank hold HYG as of Q4 2015.

Kavar Capital Partners Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
Kavar Capital Partners Group sold 6 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2015.
Kavar Capital Partners Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2014 and held it in 3 quarters.
Kavar Capital Partners Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1K in Q2 2015.
490 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2015.

Based on Kavar Capital Partners Group's 13F filing for Q4 2015, filed 1 May 2019.