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

HMC

Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $47.4M AUM 1.28% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Orgel Wealth Management's HYG Position: Q2 2017 in Review

Orgel Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2017, closing a stake of 622,879 shares — an estimated $54.7M sold.

Orgel Wealth Management first reported a position in HYG in Q1 2016 and held it in 5 quarters. The position peaked at $54.7M in Q1 2017. 591 funds tracked by Wall St. Rank hold HYG as of Q2 2017.

Orgel Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Orgel Wealth Management sold 622,879 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2017, an estimated $54.7M.
Orgel Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2016 and held it in 5 quarters.
Orgel Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $54.7M in Q1 2017.
591 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2017.

Based on Orgel Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.