KCS Wealth Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-2,719
Closed -$237K 173
2017
Q4
$237K Buy
+2,719
New +$239K 0.23% 143

Other funds holding HYG

KCS Wealth Advisory's HYG Position: Q1 2018 in Review

KCS Wealth Advisory sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2018, closing a stake of 2,719 shares — an estimated $237K sold.

KCS Wealth Advisory first reported a position in HYG in Q4 2017 and held it in 1 quarter. The position peaked at $237K in Q4 2017. 633 funds tracked by Wall St. Rank hold HYG as of Q1 2018.

  • KCS Wealth Advisory reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • KCS Wealth Advisory sold 2,719 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2018, an estimated $237K.
  • KCS Wealth Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $237K in Q4 2017.
  • 633 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2018.

Based on KCS Wealth Advisory's 13F filing for Q1 2018, filed 4 May 2018.