MU Investments Company’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

MU Investments Company’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
2016 Q1	–	Sell	-4,764	Closed	-$381K	–	185
2015 Q4	$381K	Buy	+4,764	New	+$396K	0.23%	65
2015 Q3	–	Sell	-4,364	Closed	-$386K	–	281
2015 Q2	$386K	Sell	4,364 -4,036	-48%	-$365K	0.18%	95
2015 Q1	$762K	Buy	+8,400	New	+$760K	0.35%	55
2014 Q4	–	Sell	-10,912	Closed	-$997K	–	317
2014 Q3	$997K	Sell	10,912 -1,256	-10%	-$117K	0.49%	41
2014 Q2	$1.16M	Buy	+12,168	New	+$1.15M	0.53%	38

Other funds holding HYG

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

MU Investments Company's HYG Position: Q1 2016 in Review

MU Investments Company sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2016, closing a stake of 4,764 shares — an estimated $381K sold.

MU Investments Company first reported a position in HYG in Q2 2014 and held it in 5 quarters. The position peaked at $1.16M in Q2 2014. 498 funds tracked by Wall St. Rank hold HYG as of Q1 2016.

MU Investments Company reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
MU Investments Company sold 4,764 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2016, an estimated $381K.
MU Investments Company first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2014 and held it in 5 quarters.
MU Investments Company's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.16M in Q2 2014.
498 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2016.

Based on MU Investments Company's 13F filing for Q1 2016, filed 26 Apr 2016.