Legacy Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Legacy Advisors’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 Q3	–	Sell	-21	Closed	-$2K	–	203
2019 Q2	$2K	Sell	21 -35,241	-100%	-$3.04M	﹤0.01%	348
2019 Q1	$3.05M	Buy	35,262 +16,619	+89%	+$1.41M	0.99%	29
2018 Q4	$1.51M	Sell	18,643 -525	-3%	-$43.9K	1.15%	25
2018 Q3	$1.66M	Buy	+19,168	New	+$1.65M	0.82%	35
2018 Q2	–	Sell	-30,831	Closed	-$2.66M	–	429
2018 Q1	$2.66M	Buy	30,831 +8,391	+37%	+$725K	1.96%	13
2017 Q4	$1.96M	Buy	22,440 +3,622	+19%	+$318K	1.91%	12
2017 Q3	$1.67M	Buy	18,818 +3,588	+24%	+$317K	1.86%	12
2017 Q2	$1.35M	Buy	15,230 +3,303	+28%	+$291K	1.72%	13
2017 Q1	$1.05M	Sell	11,927 -81,025	-87%	-$7.08M	1.41%	13
2016 Q4	$885K	Buy	+92,952	New	+$8M	1.21%	14

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Advisors's HYG Position: Q3 2019 in Review

Legacy Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2019, closing a stake of 21 shares — an estimated $2K sold.

Legacy Advisors first reported a position in HYG in Q4 2016 and held it in 10 quarters. The position peaked at $3.05M in Q1 2019. 665 funds tracked by Wall St. Rank hold HYG as of Q3 2019.

Legacy Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Legacy Advisors sold 21 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2019, an estimated $2K.
Legacy Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and held it in 10 quarters.
Legacy Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.05M in Q1 2019.
665 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.