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Scottrade Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Scottrade Investment Management’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
2017
Q3 		$128M Buy
1,439,362
+131,700
+10% +$11.6M 6.95% 6
2017
Q2 		$116M Buy
1,307,662
+163,673
+14% +$14.4M 7.48% 6
2017
Q1 		$100M Buy
+1,143,989
New +$99.9M 8.06% 6

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAM
BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Scottrade Investment Management's HYG Position: Q3 2017 in Review

Scottrade Investment Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 10% in Q3 2017, buying an estimated $11.6M and bringing the position to 1,439,362 shares worth $128M. The position accounts for 6.95% of the portfolio, ranked #6.

Scottrade Investment Management first reported a position in HYG in Q1 2017 and has held it in 3 quarters since. 594 funds tracked by Wall St. Rank hold HYG as of Q3 2017.

  • Scottrade Investment Management held 1,439,362 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $128M as of Q3 2017.
  • Scottrade Investment Management bought 131,700 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2017, an estimated $11.6M.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 6.95% of Scottrade Investment Management's portfolio in Q3 2017, its #6 holding.
  • Scottrade Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2017 and has held it in 3 quarters since.
  • 594 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2017.

Based on Scottrade Investment Management's 13F filing for Q3 2017, filed 3 Oct 2017.