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

Ropes Wealth Advisors’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	–	Sell	-40	Closed	-$3K	–	483
2020 Q4	$3K	Sell	40 -656	-94%	-$56.2K	﹤0.01%	606
2020 Q3	$58K	Hold	696	–	–	0.01%	318
2020 Q2	$57K	Hold	696	–	–	0.01%	304
2020 Q1	$54K	Sell	696 -675	-49%	-$57K	0.01%	277
2019 Q4	$121K	Buy	1,371 +154	+13%	+$13.4K	0.03%	255
2019 Q3	$106K	Sell	1,217 -210	-15%	-$18.2K	0.02%	275
2019 Q2	$124K	Buy	1,427 +36	+3%	+$3.11K	0.03%	261
2019 Q1	$120K	Sell	1,391 -258	-16%	-$21.9K	0.03%	260
2018 Q4	$134K	Buy	1,649 +643	+64%	+$53.8K	0.04%	240
2018 Q3	$87K	Hold	1,006	–	–	0.02%	287
2018 Q2	$86K	Hold	1,006	–	–	0.02%	299
2018 Q1	$86K	Buy	1,006 +149	+17%	+$12.9K	0.02%	284
2017 Q4	$75K	Hold	857	–	–	0.02%	305
2017 Q3	$76K	Hold	857	–	–	0.02%	286
2017 Q2	$76K	Sell	857 -647	-43%	-$56.9K	0.02%	287
2017 Q1	$132K	Buy	1,504 +199	+15%	+$17.4K	0.04%	248
2016 Q4	$113K	Buy	1,305 +151	+13%	+$13K	0.04%	247
2016 Q3	$101K	Sell	1,154 -224	-16%	-$19.3K	0.03%	240
2016 Q2	$117K	Buy	1,378 +63	+5%	+$5.24K	0.04%	222
2016 Q1	$107K	Buy	1,315 +77	+6%	+$6.11K	0.05%	185
2015 Q4	$100K	Hold	1,238	–	–	0.04%	199
2015 Q3	$103K	Sell	1,238 -132	-10%	-$11.4K	0.05%	190
2015 Q2	$122K	Buy	1,370 +40	+3%	+$3.62K	0.07%	151
2015 Q1	$121K	Buy	+1,330	New	+$120K	0.06%	148

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

Ropes Wealth Advisors's HYG Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2021, closing a stake of 40 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in HYG in Q1 2015 and held it in 24 quarters. The position peaked at $134K in Q4 2018. 888 funds tracked by Wall St. Rank hold HYG as of Q1 2021.

Ropes Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 40 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2021, an estimated $3K.
Ropes Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2015 and held it in 24 quarters.
Ropes Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $134K in Q4 2018.
888 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.