OptiFour Integrated Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

OptiFour Integrated Wealth Management’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
2018 Q4	–	Sell	-10,042	Closed	-$868K	–	50
2018 Q3	$868K	Buy	10,042 +882	+10%	+$75.8K	0.71%	17
2018 Q2	$779K	Buy	9,160 +287	+3%	+$24.6K	0.67%	17
2018 Q1	$760K	Buy	8,873 +242	+3%	+$20.9K	0.63%	20
2017 Q4	$753K	Buy	+8,631	New	+$757K	0.63%	22

Other funds holding HYG

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

NSLI

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

OptiFour Integrated Wealth Management's HYG Position: Q4 2018 in Review

OptiFour Integrated Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2018, closing a stake of 10,042 shares — an estimated $868K sold.

OptiFour Integrated Wealth Management first reported a position in HYG in Q4 2017 and held it in 4 quarters. The position peaked at $868K in Q3 2018. 673 funds tracked by Wall St. Rank hold HYG as of Q4 2018.

OptiFour Integrated Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
OptiFour Integrated Wealth Management sold 10,042 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2018, an estimated $868K.
OptiFour Integrated Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
OptiFour Integrated Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $868K in Q3 2018.
673 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2018.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2018, filed 7 May 2019.