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

LBA Wealth Management’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	$6K	Hold	71	–	–	﹤0.01%	352
2016 Q4	$6K	Sell	71 -159	-69%	-$13.7K	﹤0.01%	356
2016 Q3	$20K	Buy	230 +189	+461%	+$16.3K	0.01%	260
2016 Q2	$3K	Hold	41	–	–	﹤0.01%	388
2016 Q1	$3K	Hold	41	–	–	﹤0.01%	378
2015 Q4	$3K	Buy	+41	New	+$3.41K	﹤0.01%	366

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

LBA Wealth Management's HYG Position: Q1 2017 in Review

LBA Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2017 at 71 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

LBA Wealth Management first reported a position in HYG in Q4 2015 and has held it in 6 quarters since. The position peaked at $20K in Q3 2016. 593 funds tracked by Wall St. Rank hold HYG as of Q1 2017.

LBA Wealth Management held 71 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $6K as of Q1 2017.
LBA Wealth Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2017.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #352 holding.
LBA Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and has held it in 6 quarters since.
LBA Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $20K in Q3 2016.
593 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.