Mountain Capital Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Mountain Capital Investment 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
2021 Q1	–	Sell	-3,726	Closed	-$324K	–	146
2020 Q4	$324K	Sell	3,726 -869	-19%	-$74.4K	0.2%	118
2020 Q3	$392K	Buy	+4,595	New	+$387K	0.25%	82
2020 Q1	–	Sell	-46,689	Closed	-$4.12M	–	51
2019 Q4	$4.12M	Buy	+46,689	New	+$4.06M	1.83%	14
2017 Q4	–	Sell	-193	Closed	-$17K	–	201
2017 Q3	$17K	Hold	193	–	–	0.02%	206
2017 Q2	$17K	Buy	+193	New	+$17K	0.02%	237

Other funds holding HYG

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

Mountain Capital Investment Advisors's HYG Position: Q1 2021 in Review

Mountain Capital Investment Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2021, closing a stake of 3,726 shares — an estimated $324K sold.

Mountain Capital Investment Advisors first reported a position in HYG in Q2 2017 and held it in 5 quarters. The position peaked at $4.12M in Q4 2019. 888 funds tracked by Wall St. Rank hold HYG as of Q1 2021.

Mountain Capital Investment Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Mountain Capital Investment Advisors sold 3,726 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2021, an estimated $324K.
Mountain Capital Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2017 and held it in 5 quarters.
Mountain Capital Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.12M in Q4 2019.
888 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.