Peak Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Peak Capital 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	-700	Closed	-$59K	–	46
2018 Q3	$59K	Buy	700 +12	+2%	+$1.03K	0.04%	38
2018 Q2	$59K	Sell	688 -53,678	-99%	-$4.6M	0.04%	75
2018 Q1	$4.66M	Buy	54,366 +6,820	+14%	+$589K	3.61%	12
2017 Q4	$4.22M	Hold	47,546	–	–	2.87%	13
2017 Q3	$4.22M	Sell	47,546 -510	-1%	-$45K	2.81%	13
2017 Q2	$4.25M	Buy	+48,056	New	+$4.23M	2.37%	10

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

Peak Capital Management's HYG Position: Q4 2018 in Review

Peak Capital Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2018, closing a stake of 700 shares — an estimated $59K sold.

Peak Capital Management first reported a position in HYG in Q2 2017 and held it in 6 quarters. The position peaked at $4.66M in Q1 2018. 673 funds tracked by Wall St. Rank hold HYG as of Q4 2018.

Peak Capital Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Peak Capital Management sold 700 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2018, an estimated $59K.
Peak Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2017 and held it in 6 quarters.
Peak Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.66M in Q1 2018.
673 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2018.

Based on Peak Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.