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Keystone Financial Group (Kentucky)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Keystone Financial Group (Kentucky)’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
2018
Q2 		– Sell
-2,379
Closed -$202K – 174
2018
Q1 		$202K Sell
2,379
-1,836
-44% -$159K 0.11% 152
2017
Q4 		$423K Buy
+4,215
New +$370K 0.26% 70

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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BAM
BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return
NSLI
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Envestnet Asset Management
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TF
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Keystone Financial Group (Kentucky)'s HYG Position: Q2 2018 in Review

Keystone Financial Group (Kentucky) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2018, closing a stake of 2,379 shares — an estimated $202K sold.

Keystone Financial Group (Kentucky) first reported a position in HYG in Q4 2017 and held it in 2 quarters. The position peaked at $423K in Q4 2017. 640 funds tracked by Wall St. Rank hold HYG as of Q2 2018.

  • Keystone Financial Group (Kentucky) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 2,379 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2018, an estimated $202K.
  • Keystone Financial Group (Kentucky) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Keystone Financial Group (Kentucky)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $423K in Q4 2017.
  • 640 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2018.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2018, filed 14 Aug 2018.