Leicht Financial Planning & Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Leicht Financial Planning & 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
2020 Q2	–	Sell	-6,031	Closed	-$465K	–	29
2020 Q1	$465K	Sell	6,031 -22,336	-79%	-$1.89M	0.45%	33
2019 Q4	$2.5M	Buy	28,367 +6,165	+28%	+$537K	2.27%	14
2019 Q3	$1.94M	Buy	+22,202	New	+$1.93M	1.85%	20

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's HYG Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2020, closing a stake of 6,031 shares — an estimated $465K sold.

Leicht Financial Planning & Wealth Management first reported a position in HYG in Q3 2019 and held it in 3 quarters. The position peaked at $2.5M in Q4 2019. 762 funds tracked by Wall St. Rank hold HYG as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 6,031 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2020, an estimated $465K.
Leicht Financial Planning & Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
Leicht Financial Planning & Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.5M in Q4 2019.
762 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.