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

MBE 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
-459
Closed -$35K – 250
2020
Q1 		$35K Buy
+459
New +$38.8K 0.03% 162

Other funds holding HYG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MBE Wealth Management's HYG Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2020, closing a stake of 459 shares — an estimated $35K sold.

MBE Wealth Management first reported a position in HYG in Q1 2020 and held it in 1 quarter. The position peaked at $35K in Q1 2020. 762 funds tracked by Wall St. Rank hold HYG as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 459 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2020, an estimated $35K.
  • MBE Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $35K in Q1 2020.
  • 762 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.