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

Legacy Financial 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
Q2 		– Sell
-1,188
Closed -$103K – 466
2019
Q1 		$103K Sell
1,188
-274
-19% -$23.3K 0.03% 156
2018
Q4 		$119K Sell
1,462
-377
-21% -$31.6K 0.05% 134
2018
Q3 		$158K Hold
1,839
– – 0.06% 120
2018
Q2 		$157K Sell
1,839
-36
-2% -$3.08K 0.06% 121
2018
Q1 		$161K Buy
+1,875
New +$162K 0.06% 129

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Legacy Financial Advisors's HYG Position: Q2 2019 in Review

Legacy Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2019, closing a stake of 1,188 shares — an estimated $103K sold.

Legacy Financial Advisors first reported a position in HYG in Q1 2018 and held it in 5 quarters. The position peaked at $161K in Q1 2018. 679 funds tracked by Wall St. Rank hold HYG as of Q2 2019.

  • Legacy Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,188 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2019, an estimated $103K.
  • Legacy Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and held it in 5 quarters.
  • Legacy Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $161K in Q1 2018.
  • 679 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.