Northstar Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Northstar Wealth 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 Q3	–	Sell	-2,565	Closed	-$209K	–	163
2020 Q2	$209K	Buy	+2,565	New	+$207K	0.09%	168
2020 Q1	–	Sell	-4,181	Closed	-$367K	–	170
2019 Q4	$367K	Sell	4,181 -175	-4%	-$15.2K	0.15%	131
2019 Q3	$380K	Sell	4,356 -1,815	-29%	-$158K	0.17%	129
2019 Q2	$538K	Sell	6,171 -640	-9%	-$55.2K	0.24%	106
2019 Q1	$589K	Sell	6,811 -753	-10%	-$63.9K	0.27%	101
2018 Q4	$613K	Sell	7,564 -360	-5%	-$30.1K	0.32%	88
2018 Q3	$684K	Sell	7,924 -295	-4%	-$25.3K	0.33%	87
2018 Q2	$699K	Sell	8,219 -635	-7%	-$54.4K	0.35%	85
2018 Q1	$758K	Buy	+8,854	New	+$765K	0.39%	83

Other funds holding HYG

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

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northstar Wealth Partners's HYG Position: Q3 2020 in Review

Northstar Wealth Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2020, closing a stake of 2,565 shares — an estimated $209K sold.

Northstar Wealth Partners first reported a position in HYG in Q1 2018 and held it in 9 quarters. The position peaked at $758K in Q1 2018. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2020.

Northstar Wealth Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Northstar Wealth Partners sold 2,565 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2020, an estimated $209K.
Northstar Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and held it in 9 quarters.
Northstar Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $758K in Q1 2018.
782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.