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Segment Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Segment Wealth 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
2020
Q3 		– Sell
-2,476
Closed -$202K – 207
2020
Q2 		$202K Buy
+2,476
New +$200K 0.04% 189
2020
Q1 		– Sell
-2,425
Closed -$213K – 204
2019
Q4 		$213K Hold
2,425
– – 0.04% 224
2019
Q3 		$211K Buy
+2,425
New +$211K 0.04% 196

Other funds holding HYG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Segment Wealth Management's HYG Position: Q3 2020 in Review

Segment Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2020, closing a stake of 2,476 shares — an estimated $202K sold.

Segment Wealth Management first reported a position in HYG in Q3 2019 and held it in 3 quarters. The position peaked at $213K in Q4 2019. 781 funds tracked by Wall St. Rank hold HYG as of Q3 2020.

  • Segment Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Segment Wealth Management sold 2,476 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2020, an estimated $202K.
  • Segment Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
  • Segment Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $213K in Q4 2019.
  • 781 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2020.

Based on Segment Wealth Management's 13F filing for Q3 2020, filed 27 Oct 2020.