OWM
HYG icon

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

Orgel 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
2017
Q2 		– Sell
-622,879
Closed -$54.7M – 30
2017
Q1 		$54.7M Buy
622,879
+5,438
+0.9% +$475K 23.99% 3
2016
Q4 		$53.4M Buy
617,441
+8,858
+1% +$763K 34.48% 2
2016
Q3 		$53.1M Buy
608,583
+9,831
+2% +$846K 36.6% 2
2016
Q2 		$50.7M Buy
598,752
+34,303
+6% +$2.85M 21.99% 2
2016
Q1 		$46.1M Buy
+564,449
New +$44.8M 28.96% 1

Other funds holding HYG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BAM
BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return