Partnervest Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Partnervest Advisory Services’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	-2,795	Closed	-$215K	–	238
2020 Q1	$215K	Buy	2,795 +254	+10%	+$21.5K	0.1%	174
2019 Q4	$223K	Sell	2,541 -1,106	-30%	-$96.2K	0.08%	197
2019 Q3	$318K	Sell	3,647 -13,735	-79%	-$1.19M	0.11%	158
2019 Q2	$1.52M	Buy	17,382 +2,596	+18%	+$224K	0.6%	31
2019 Q1	$1.28M	Buy	+14,786	New	+$1.26M	0.53%	34
2017 Q3	–	Sell	-2,349	Closed	-$208K	–	194
2017 Q2	$208K	Sell	2,349 -321	-12%	-$28.3K	0.09%	185
2017 Q1	$234K	Sell	2,670 -1,099	-29%	-$96K	0.11%	167
2016 Q4	$326K	Sell	3,769 -50	-1%	-$4.3K	0.15%	136
2016 Q3	$333K	Sell	3,819 -345	-8%	-$29.7K	0.16%	138
2016 Q2	$353K	Sell	4,164 -461	-10%	-$38.3K	0.17%	122
2016 Q1	$378K	Sell	4,625 -22,023	-83%	-$1.75M	0.2%	108
2015 Q4	$2.15M	Buy	26,648 +1,923	+8%	+$160K	1.19%	14
2015 Q3	$2.06M	Sell	24,725 -8,578	-26%	-$743K	1.17%	11
2015 Q2	$2.96M	Buy	33,303 +143	+0.4%	+$12.9K	1.47%	8
2015 Q1	$3M	Buy	33,160 +4,437	+15%	+$401K	1.56%	7
2014 Q4	$2.57M	Sell	28,723 -12,575	-30%	-$1.14M	1.25%	12
2014 Q3	$3.8M	Buy	41,298 +13,082	+46%	+$1.22M	1.98%	8
2014 Q2	$2.69M	Sell	28,216 -3,615	-11%	-$342K	1.21%	11
2014 Q1	$3.01M	Buy	31,831 +11,921	+60%	+$1.12M	1.35%	10
2013 Q4	$1.85M	Buy	19,910 +13,223	+198%	+$1.23M	0.86%	18
2013 Q3	$612K	Sell	6,687 -11,735	-64%	-$1.08M	0.31%	41
2013 Q2	$1.67M	Buy	+18,422	New	+$1.73M	0.76%	22

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

Partnervest Advisory Services's HYG Position: Q2 2020 in Review

Partnervest Advisory Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2020, closing a stake of 2,795 shares — an estimated $215K sold.

Partnervest Advisory Services first reported a position in HYG in Q2 2013 and held it in 22 quarters. The position peaked at $3.8M in Q3 2014. 762 funds tracked by Wall St. Rank hold HYG as of Q2 2020.

Partnervest Advisory Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Partnervest Advisory Services sold 2,795 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2020, an estimated $215K.
Partnervest Advisory Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 22 quarters.
Partnervest Advisory Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.8M in Q3 2014.
762 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2020.

Based on Partnervest Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.