Long Wharf Investors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
$1.26M Buy
13,276
+1,840
+16% +$174K 0.99% 28
2014
Q1
$1.08M Buy
+11,436
New +$1.07M 0.92% 31

Other funds holding HYG

Long Wharf Investors's HYG Position: Q2 2014 in Review

Long Wharf Investors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 16% in Q2 2014, buying an estimated $174K and bringing the position to 13,276 shares worth $1.26M. The position accounts for 0.99% of the portfolio, ranked #28.

Long Wharf Investors first reported a position in HYG in Q1 2014 and has held it in 2 quarters since. 431 funds tracked by Wall St. Rank hold HYG as of Q2 2014.

  • Long Wharf Investors held 13,276 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.26M as of Q2 2014.
  • Long Wharf Investors bought 1,840 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2014, an estimated $174K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.99% of Long Wharf Investors's portfolio in Q2 2014, its #28 holding.
  • Long Wharf Investors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2014 and has held it in 2 quarters since.
  • 431 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.