PWM
HYG icon

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

Patriot 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
Q1 		– Sell
-2,515
Closed -$219K – 86
2017
Q4 		$219K Buy
+2,515
New +$221K 0.03% 86

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Patriot Wealth Management's HYG Position: Q1 2018 in Review

Patriot Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2018, closing a stake of 2,515 shares — an estimated $219K sold.

Patriot Wealth Management first reported a position in HYG in Q4 2017 and held it in 1 quarter. The position peaked at $219K in Q4 2017. 633 funds tracked by Wall St. Rank hold HYG as of Q1 2018.

  • Patriot Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 2,515 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2018, an estimated $219K.
  • Patriot Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Patriot Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $219K in Q4 2017.
  • 633 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2018.

Based on Patriot Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.