Robert N. Shapiro’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Robert N. Shapiro’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
2014 Q4	$110K	Buy	1,235 +241	+24%	+$21.9K	0.02%	339
2014 Q3	$91K	Buy	994 +68	+7%	+$6.36K	0.02%	388
2014 Q2	$89K	Buy	926 +12	+1%	+$1.13K	0.02%	388
2014 Q1	$87K	Sell	914 -474	-34%	-$44.4K	0.02%	397
2013 Q4	$129K	Hold	1,388	–	–	0.02%	333
2013 Q3	$127K	Sell	1,388 -421	-23%	-$38.6K	0.02%	354
2013 Q2	$165K	Buy	+1,809	New	+$170K	0.03%	289

Other funds holding HYG

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Robert N. Shapiro's HYG Position: Q4 2014 in Review

Robert N. Shapiro increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 24% in Q4 2014, buying an estimated $21.9K and bringing the position to 1,235 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #339.

Robert N. Shapiro first reported a position in HYG in Q2 2013 and has held it in 7 quarters since. The position peaked at $165K in Q2 2013. 471 funds tracked by Wall St. Rank hold HYG as of Q4 2014.

Robert N. Shapiro held 1,235 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $110K as of Q4 2014.
Robert N. Shapiro bought 241 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2014, an estimated $21.9K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Robert N. Shapiro's portfolio in Q4 2014, its #339 holding.
Robert N. Shapiro first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $165K in Q2 2013.
471 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.