Pinnacle Advisory Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$1.24M	Buy	14,214 +3,606	+34%	+$314K	0.06%	105
2020 Q4	$926K	Buy	10,608 +215	+2%	+$18.4K	0.06%	100
2020 Q3	$872K	Sell	10,393 -477	-4%	-$40.1K	0.06%	96
2020 Q2	$887K	Sell	10,870 -708	-6%	-$57.1K	0.06%	94
2020 Q1	$892K	Sell	11,578 -1,737	-13%	-$147K	0.09%	80
2019 Q4	$1.17M	Sell	13,315 -117	-0.9%	-$10.2K	0.08%	83
2019 Q3	$1.17M	Buy	13,432 +91	+0.7%	+$7.9K	0.08%	72
2019 Q2	$1.16M	Buy	13,341 +169	+1%	+$14.6K	0.08%	80
2019 Q1	$1.14M	Sell	13,172 -802	-6%	-$68.1K	0.08%	75
2018 Q4	$1.13M	Buy	13,974 +2,256	+19%	+$189K	0.08%	70
2018 Q3	$1.01M	Buy	11,718 +2,971	+34%	+$255K	0.07%	74
2018 Q2	$744K	Sell	8,747 -45	-0.5%	-$3.85K	0.04%	83
2018 Q1	$753K	Buy	8,792 +3,651	+71%	+$315K	0.04%	97
2017 Q4	$449K	Buy	5,141 +272	+6%	+$23.9K	0.03%	141
2017 Q3	$432K	Buy	4,869 +1,150	+31%	+$101K	0.03%	131
2017 Q2	$329K	Buy	3,719 +297	+9%	+$26.1K	0.02%	150
2017 Q1	$300K	Buy	+3,422	New	+$299K	0.02%	158

Other funds holding HYG

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Advisory Group's HYG Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 34% in Q1 2021, buying an estimated $314K and bringing the position to 14,214 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #105.

Pinnacle Advisory Group first reported a position in HYG in Q1 2017 and has held it in 17 quarters since. 888 funds tracked by Wall St. Rank hold HYG as of Q1 2021.

Pinnacle Advisory Group held 14,214 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.24M as of Q1 2021.
Pinnacle Advisory Group bought 3,606 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2021, an estimated $314K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of Pinnacle Advisory Group's portfolio in Q1 2021, its #105 holding.
Pinnacle Advisory Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2017 and has held it in 17 quarters since.
888 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.