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King Wealth Management Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

King Wealth 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
2019
Q1 		– Sell
-3,410
Closed -$277K – 137
2018
Q4 		$277K Sell
3,410
-13,673
-80% -$1.14M 0.1% 95
2018
Q3 		$1.48M Sell
17,083
-2,638
-13% -$227K 0.46% 41
2018
Q2 		$1.68M Sell
19,721
-860
-4% -$73.7K 0.57% 36
2018
Q1 		$1.76M Buy
20,581
+3,018
+17% +$261K 0.63% 36
2017
Q4 		$1.53M Buy
17,563
+1,347
+8% +$118K 0.54% 38
2017
Q3 		$1.44M Buy
16,216
+1,669
+11% +$147K 0.54% 39
2017
Q2 		$1.29M Buy
14,547
+2,121
+17% +$187K 0.51% 41
2017
Q1 		$1.09M Buy
12,426
+4,287
+53% +$374K 0.46% 44
2016
Q4 		$704K Buy
8,139
+757
+10% +$65.2K 0.32% 48
2016
Q3 		$644K Buy
7,382
+2,186
+42% +$188K 0.32% 51
2016
Q2 		$440K Buy
5,196
+491
+10% +$40.8K 0.23% 56
2016
Q1 		$384K Buy
4,705
+241
+5% +$19.1K 0.21% 62
2015
Q4 		$360K Buy
4,464
+21
+0.5% +$1.75K 0.2% 67
2015
Q3 		$370K Sell
4,443
-117
-3% -$10.1K 0.23% 68
2015
Q2 		$405K Buy
4,560
+808
+22% +$73K 0.22% 67
2015
Q1 		$340K Sell
3,752
-650
-15% -$58.8K 0.2% 65
2014
Q4 		$394K Buy
4,402
+250
+6% +$22.8K 0.21% 72
2014
Q3 		$381K Buy
4,152
+500
+14% +$46.8K 0.24% 66
2014
Q2 		$347K Sell
3,652
-150
-4% -$14.2K 0.21% 71
2014
Q1 		$359K Hold
3,802
– – 0.25% 60
2013
Q4 		$353K Hold
3,802
– – 0.2% 84
2013
Q3 		$348K Buy
3,802
+200
+6% +$18.3K 0.23% 78
2013
Q2 		$327K Buy
+3,602
New +$338K 0.23% 78

Other funds holding HYG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

King Wealth Management Group's HYG Position: Q1 2019 in Review

King Wealth Management Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2019, closing a stake of 3,410 shares — an estimated $277K sold.

King Wealth Management Group first reported a position in HYG in Q2 2013 and held it in 23 quarters. The position peaked at $1.76M in Q1 2018. 694 funds tracked by Wall St. Rank hold HYG as of Q1 2019.

  • King Wealth Management Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • King Wealth Management Group sold 3,410 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2019, an estimated $277K.
  • King Wealth Management Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 23 quarters.
  • King Wealth Management Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.76M in Q1 2018.
  • 694 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2019.

Based on King Wealth Management Group's 13F filing for Q1 2019, filed 13 May 2019.