New Potomac Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

New Potomac Partners’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	-25,738	Closed	-$1.98M	–	134
2020 Q1	$1.98M	Sell	25,738 -382	-1%	-$32.3K	2.17%	16
2019 Q4	$2.3M	Buy	26,120 +565	+2%	+$49.2K	2.14%	17
2019 Q3	$2.23M	Buy	25,555 +940	+4%	+$81.6K	2.23%	11
2019 Q2	$2.15M	Hold	24,615	–	–	2.18%	14
2019 Q1	$2.13M	Buy	+24,615	New	+$2.09M	2.15%	14

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

New Potomac Partners's HYG Position: Q2 2020 in Review

New Potomac Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2020, closing a stake of 25,738 shares — an estimated $1.98M sold.

New Potomac Partners first reported a position in HYG in Q1 2019 and held it in 5 quarters. The position peaked at $2.3M in Q4 2019. 762 funds tracked by Wall St. Rank hold HYG as of Q2 2020.

New Potomac Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
New Potomac Partners sold 25,738 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2020, an estimated $1.98M.
New Potomac Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
New Potomac Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.3M in Q4 2019.
762 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2020.

Based on New Potomac Partners's 13F filing for Q2 2020, filed 4 Aug 2020.