Sage Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sage Financial 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
2018 Q1	–	Sell	-29,937	Closed	-$2.61M	–	56
2017 Q4	$2.61M	Buy	+29,937	New	+$2.63M	0.51%	22
2016 Q1	–	Sell	-3,506	Closed	-$283K	–	52
2015 Q4	$283K	Buy	+3,506	New	+$291K	0.09%	39
2015 Q1	–	Sell	-13,947	Closed	-$1.25M	–	40
2014 Q4	$1.25M	Buy	+13,947	New	+$1.27M	0.47%	15

Other funds holding HYG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sage Financial Group's HYG Position: Q1 2018 in Review

Sage Financial Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2018, closing a stake of 29,937 shares — an estimated $2.61M sold.

Sage Financial Group first reported a position in HYG in Q4 2014 and held it in 3 quarters. The position peaked at $2.61M in Q4 2017. 633 funds tracked by Wall St. Rank hold HYG as of Q1 2018.

Sage Financial Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Sage Financial Group sold 29,937 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2018, an estimated $2.61M.
Sage Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and held it in 3 quarters.
Sage Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.61M in Q4 2017.
633 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2018.

Based on Sage Financial Group's 13F filing for Q1 2018, filed 26 Apr 2018.