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

Lighthouse 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
2020
Q1 		– Sell
-399
Closed -$35K – 155
2019
Q4 		$35K Buy
+399
New +$34.7K 0.02% 141

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Lighthouse Financial Advisors's HYG Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2020, closing a stake of 399 shares — an estimated $35K sold.

Lighthouse Financial Advisors first reported a position in HYG in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 714 funds tracked by Wall St. Rank hold HYG as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 399 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2020, an estimated $35K.
  • Lighthouse Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $35K in Q4 2019.
  • 714 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.