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Sheaff Brock Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sheaff Brock Investment Advisors’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
Q4 		– Sell
-4,000
Closed -$336K – 496
2020
Q3 		$336K Hold
4,000
– – 0.03% 277
2020
Q2 		$326K Hold
4,000
– – 0.03% 286
2020
Q1 		$308K Hold
4,000
– – 0.04% 263
2019
Q4 		$352K Hold
4,000
– – 0.03% 302
2019
Q3 		$349K Sell
4,000
-972
-20% -$84.4K 0.04% 306
2019
Q2 		$433K Sell
4,972
-3,100
-38% -$268K 0.05% 266
2019
Q1 		$698K Hold
8,072
– – 0.08% 199
2018
Q4 		$655K Hold
8,072
– – 0.1% 184
2018
Q3 		$698K Buy
8,072
+4
+0% +$344 0.07% 207
2018
Q2 		$686K Buy
8,068
+12
+0.1% +$1.03K 0.07% 208
2018
Q1 		$690K Sell
8,056
-392
-5% -$33.9K 0.07% 201
2017
Q4 		$737K Buy
8,448
+16
+0.2% +$1.4K 0.1% 196
2017
Q3 		$748K Sell
8,432
-901
-10% -$79.5K 0.1% 199
2017
Q2 		$825K Buy
9,333
+23
+0.2% +$2.02K 0.11% 194
2017
Q1 		$817K Buy
9,310
+16
+0.2% +$1.4K 0.11% 192
2016
Q4 		$804K Buy
9,294
+2,194
+31% +$189K 0.1% 206
2016
Q3 		$620K Sell
7,100
-1,931
-21% -$166K 0.08% 240
2016
Q2 		$765K Buy
9,031
+100
+1% +$8.31K 0.1% 210
2016
Q1 		$730K Hold
8,931
– – 0.09% 218
2015
Q4 		$719K Buy
+8,931
New +$743K 0.08% 242

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sheaff Brock Investment Advisors's HYG Position: Q4 2020 in Review

Sheaff Brock Investment Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2020, closing a stake of 4,000 shares — an estimated $336K sold.

Sheaff Brock Investment Advisors first reported a position in HYG in Q4 2015 and held it in 20 quarters. The position peaked at $825K in Q2 2017. 885 funds tracked by Wall St. Rank hold HYG as of Q4 2020.

  • Sheaff Brock Investment Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 4,000 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2020, an estimated $336K.
  • Sheaff Brock Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and held it in 20 quarters.
  • Sheaff Brock Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $825K in Q2 2017.
  • 885 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.