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Ruggie Capital Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Ruggie Capital 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
2019
Q1 		– Sell
-11
Closed -$1K – 278
2018
Q4 		$1K Buy
+11
New +$921 ﹤0.01% 460
2015
Q4 		– Sell
-662
Closed -$57K – 74
2015
Q3 		$57K Sell
662
-397
-37% -$34.4K 0.05% 69
2015
Q2 		$94K Buy
1,059
+883
+502% +$79.8K 0.08% 60
2015
Q1 		$16K Hold
176
– – 0.02% 119
2014
Q4 		$16K Buy
+176
New +$16K 0.01% 133

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Ruggie Capital Group's HYG Position: Q1 2019 in Review

Ruggie Capital Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2019, closing a stake of 11 shares — an estimated $1K sold.

Ruggie Capital Group first reported a position in HYG in Q4 2014 and held it in 5 quarters. The position peaked at $94K in Q2 2015. 694 funds tracked by Wall St. Rank hold HYG as of Q1 2019.

  • Ruggie Capital Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 11 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2019, an estimated $1K.
  • Ruggie Capital Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and held it in 5 quarters.
  • Ruggie Capital Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $94K in Q2 2015.
  • 694 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.