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Mosaic Family Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Mosaic Family Wealth’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
2019
Q1 		– Sell
-94
Closed -$8K – 701
2018
Q4 		$8K Hold
94
– – ﹤0.01% 508
2018
Q3 		$8K Sell
94
-27
-22% -$2.32K ﹤0.01% 520
2018
Q2 		$10K Buy
121
+1
+0.8% +$86 ﹤0.01% 532
2018
Q1 		$10K Sell
120
-114
-49% -$9.85K ﹤0.01% 523
2017
Q4 		$20K Sell
234
-2,739
-92% -$240K 0.01% 449
2017
Q3 		$264K Buy
2,973
+2,836
+2,070% +$250K 0.1% 149
2017
Q2 		$12K Buy
137
+1
+0.7% +$88 0.01% 485
2017
Q1 		$12K Sell
136
-53
-28% -$4.63K 0.01% 494
2016
Q4 		$16K Sell
189
-135
-42% -$11.6K 0.01% 457
2016
Q3 		$28K Sell
324
-538
-62% -$46.3K 0.01% 402
2016
Q2 		$73K Buy
862
+5
+0.6% +$416 0.04% 287
2016
Q1 		$70K Sell
857
-1,388
-62% -$110K 0.03% 290
2015
Q4 		$180K Buy
+2,245
New +$187K 0.08% 149

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Mosaic Family Wealth's HYG Position: Q1 2019 in Review

Mosaic Family Wealth sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2019, closing a stake of 94 shares — an estimated $8K sold.

Mosaic Family Wealth first reported a position in HYG in Q4 2015 and held it in 13 quarters. The position peaked at $264K in Q3 2017. 694 funds tracked by Wall St. Rank hold HYG as of Q1 2019.

  • Mosaic Family Wealth reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 94 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2019, an estimated $8K.
  • Mosaic Family Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and held it in 13 quarters.
  • Mosaic Family Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $264K in Q3 2017.
  • 694 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2019.

Based on Mosaic Family Wealth's 13F filing for Q1 2019, filed 14 May 2019.