Mader & Shannon Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Mader & Shannon 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
2017 Q3	–	Sell	-163,775	Closed	-$14.5M	–	27
2017 Q2	$14.5M	Buy	+163,775	New	+$14.4M	19.95%	2
2014 Q3	–	Sell	-189,445	Closed	-$18M	–	19
2014 Q2	$18M	Buy	+189,445	New	+$17.9M	13.86%	2

Other funds holding HYG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HMC

Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

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

Mader & Shannon Wealth Management's HYG Position: Q3 2017 in Review

Mader & Shannon Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2017, closing a stake of 163,775 shares — an estimated $14.5M sold.

Mader & Shannon Wealth Management first reported a position in HYG in Q2 2014 and held it in 2 quarters. The position peaked at $18M in Q2 2014. 594 funds tracked by Wall St. Rank hold HYG as of Q3 2017.

Mader & Shannon Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
Mader & Shannon Wealth Management sold 163,775 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2017, an estimated $14.5M.
Mader & Shannon Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2014 and held it in 2 quarters.
Mader & Shannon Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $18M in Q2 2014.
594 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2017.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.