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

Sequoia 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
2019
Q4 		– Sell
-3,231
Closed -$281K – 29
2019
Q3 		$281K Buy
+3,231
New +$281K 0.57% 44

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 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

Sequoia Wealth Management's HYG Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2019, closing a stake of 3,231 shares — an estimated $281K sold.

Sequoia Wealth Management first reported a position in HYG in Q3 2019 and held it in 1 quarter. The position peaked at $281K in Q3 2019. 796 funds tracked by Wall St. Rank hold HYG as of Q4 2019.

  • Sequoia Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 3,231 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2019, an estimated $281K.
  • Sequoia Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Sequoia Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $281K in Q3 2019.
  • 796 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.