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

Lowe Wealth 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
2018 Q1	–	Sell	-30	Closed	-$3K	–	255
2017 Q4	$3K	Sell	30 -90	-75%	-$7.9K	﹤0.01%	203
2017 Q3	$11K	Hold	120	–	–	0.01%	148
2017 Q2	$11K	Hold	120	–	–	0.01%	130
2017 Q1	$11K	Sell	120 -90	-43%	-$7.86K	0.01%	130
2016 Q4	$18K	Hold	210	–	–	0.01%	104
2016 Q3	$18K	Buy	210 +10	+5%	+$860	0.01%	105
2016 Q2	$17K	Buy	+200	New	+$16.6K	0.01%	104

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lowe Wealth Advisors's HYG Position: Q1 2018 in Review

Lowe Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2018, closing a stake of 30 shares — an estimated $3K sold.

Lowe Wealth Advisors first reported a position in HYG in Q2 2016 and held it in 7 quarters. The position peaked at $18K in Q4 2016. 633 funds tracked by Wall St. Rank hold HYG as of Q1 2018.

Lowe Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Lowe Wealth Advisors sold 30 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2018, an estimated $3K.
Lowe Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016 and held it in 7 quarters.
Lowe Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $18K in Q4 2016.
633 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2018.

Based on Lowe Wealth Advisors's 13F filing for Q1 2018, filed 6 Apr 2018.