River Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,247
Closed -$101K 298
2018
Q4
$101K Hold
1,247
0.04% 187
2018
Q3
$108K Buy
1,247
+97
+8% +$8.33K 0.04% 199
2018
Q2
$98K Buy
+1,150
New +$98.5K 0.04% 201

Other funds holding HYG

River Wealth Advisors's HYG Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2019, closing a stake of 1,247 shares — an estimated $101K sold.

River Wealth Advisors first reported a position in HYG in Q2 2018 and held it in 3 quarters. The position peaked at $108K in Q3 2018. 694 funds tracked by Wall St. Rank hold HYG as of Q1 2019.

  • River Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,247 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2019, an estimated $101K.
  • River Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $108K in Q3 2018.
  • 694 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.