Kore Private Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Kore Private Wealth’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	–	Sell	-163	Closed	-$14K	–	629
2020 Q2	$14K	Buy	+163	New	+$13.1K	﹤0.01%	722
2020 Q1	–	Sell	-12,040	Closed	-$1.06M	–	1126
2019 Q4	$1.06M	Hold	12,040	–	–	0.2%	90
2019 Q3	$1.04M	Buy	+12,040	New	+$1.05M	0.23%	85

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

Kore Private Wealth's HYG Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2020, closing a stake of 163 shares — an estimated $14K sold.

Kore Private Wealth first reported a position in HYG in Q3 2019 and held it in 3 quarters. The position peaked at $1.06M in Q4 2019. 781 funds tracked by Wall St. Rank hold HYG as of Q3 2020.

Kore Private Wealth reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 163 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2020, an estimated $14K.
Kore Private Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
Kore Private Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.06M in Q4 2019.
781 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.