Kernodle & Katon Asset Management Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Kernodle & Katon Asset Management 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
2017 Q1	–	Sell	-45	Closed	-$4K	–	351
2016 Q4	$4K	Sell	45 -50	-53%	-$4.3K	﹤0.01%	268
2016 Q3	$8K	Hold	95	–	–	0.01%	265
2016 Q2	$8K	Hold	95	–	–	0.01%	226
2016 Q1	$8K	Hold	95	–	–	0.01%	225
2015 Q4	$8K	Buy	+95	New	+$7.9K	0.01%	218

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

HMC

Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return

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

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

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

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Kernodle & Katon Asset Management Group's HYG Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2017, closing a stake of 45 shares — an estimated $4K sold.

Kernodle & Katon Asset Management Group first reported a position in HYG in Q4 2015 and held it in 5 quarters. The position peaked at $8K in Q3 2016. 593 funds tracked by Wall St. Rank hold HYG as of Q1 2017.

Kernodle & Katon Asset Management Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
Kernodle & Katon Asset Management Group sold 45 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2017, an estimated $4K.
Kernodle & Katon Asset Management Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and held it in 5 quarters.
Kernodle & Katon Asset Management Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $8K in Q3 2016.
593 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.