Kays Financial Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Kays Financial Advisory’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
2020 Q3	$212K	Buy	2,526 +40	+2%	+$3.37K	0.03%	85
2020 Q2	$203K	Sell	2,486 -287	-10%	-$23.1K	0.04%	83
2020 Q1	$214K	Buy	2,773 +2	+0.1%	+$169	0.04%	75
2019 Q4	$244K	Buy	2,771 +5	+0.2%	+$435	0.04%	80
2019 Q3	$241K	Buy	2,766 +3	+0.1%	+$261	0.04%	98
2019 Q2	$241K	Buy	2,763 +4	+0.1%	+$345	0.04%	100
2019 Q1	$239K	Sell	2,759 -256	-8%	-$21.7K	0.05%	99
2018 Q4	$245K	Sell	3,015 -169	-5%	-$14.1K	0.06%	91
2018 Q3	$275K	Buy	3,184 +3	+0.1%	+$258	0.06%	76
2018 Q2	$271K	Sell	3,181 -175	-5%	-$15K	0.06%	73
2018 Q1	$287K	Sell	3,356 -333	-9%	-$28.8K	0.07%	64
2017 Q4	$322K	Buy	3,689 +400	+12%	+$35.1K	0.09%	70
2017 Q3	$292K	Buy	3,289 +55	+2%	+$4.85K	0.09%	67
2017 Q2	$286K	Sell	3,234 -336	-9%	-$29.6K	0.1%	65
2017 Q1	$314K	Buy	3,570 +656	+23%	+$57.3K	0.11%	63
2016 Q4	$253K	Sell	2,914 -129	-4%	-$11.1K	0.1%	64
2016 Q3	$266K	Buy	3,043 +24	+0.8%	+$2.06K	0.11%	54
2016 Q2	$256K	Buy	3,019 +196	+7%	+$16.3K	0.12%	57
2016 Q1	$231K	Buy	2,823 +5	+0.2%	+$397	0.11%	59
2015 Q4	$227K	Buy	2,818 +25	+0.9%	+$2.08K	0.12%	57
2015 Q3	$233K	Sell	2,793 -77	-3%	-$6.67K	0.13%	57
2015 Q2	$255K	Buy	2,870 +48	+2%	+$4.34K	0.15%	57
2015 Q1	$256K	Sell	2,822 -46	-2%	-$4.16K	0.15%	58
2014 Q4	$257K	Sell	2,868 -234	-8%	-$21.3K	0.17%	50
2014 Q3	$285K	Buy	3,102 +4	+0.1%	+$374	0.21%	36
2014 Q2	$295K	Sell	3,098 -335	-10%	-$31.7K	0.21%	30
2014 Q1	$324K	Buy	3,433 +5	+0.1%	+$469	0.23%	25
2013 Q4	$318K	Buy	+3,428	New	+$318K	0.24%	24

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Kays Financial Advisory's HYG Position: Q3 2020 in Review

Kays Financial Advisory increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.6% in Q3 2020, buying an estimated $3.37K and bringing the position to 2,526 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #85.

Kays Financial Advisory first reported a position in HYG in Q4 2013 and has held it in 28 quarters since. The position peaked at $324K in Q1 2014. 781 funds tracked by Wall St. Rank hold HYG as of Q3 2020.

Kays Financial Advisory held 2,526 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $212K as of Q3 2020.
Kays Financial Advisory bought 40 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2020, an estimated $3.37K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Kays Financial Advisory's portfolio in Q3 2020, its #85 holding.
Kays Financial Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2013 and has held it in 28 quarters since.
Kays Financial Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $324K in Q1 2014.
781 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.