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

Shakespeare 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
2018 Q3	–	Sell	-2,723	Closed	-$232K	–	38
2018 Q2	$232K	Buy	2,723 +360	+15%	+$30.8K	0.21%	36
2018 Q1	$202K	Buy	+2,363	New	+$204K	0.17%	39

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $47.4M AUM 1.28% 1-Year Est. Return

Shakespeare Wealth Management's HYG Position: Q3 2018 in Review

Shakespeare Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2018, closing a stake of 2,723 shares — an estimated $232K sold.

Shakespeare Wealth Management first reported a position in HYG in Q1 2018 and held it in 2 quarters. The position peaked at $232K in Q2 2018. 646 funds tracked by Wall St. Rank hold HYG as of Q3 2018.

Shakespeare Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Shakespeare Wealth Management sold 2,723 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2018, an estimated $232K.
Shakespeare Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and held it in 2 quarters.
Shakespeare Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $232K in Q2 2018.
646 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2018.

Based on Shakespeare Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.