Shelton Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Shelton Capital 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
2021 Q1	–	Sell	-150,000	Closed	-$13.1M	–	814
2020 Q4	$13.1M	Buy	150,000 +40,000	+36%	+$3.42M	0.59%	34
2020 Q3	$9.15M	Sell	110,000 -400,000	-78%	-$33.7M	0.38%	53
2020 Q2	$41.3M	Buy	+510,000	New	+$41.1M	2.27%	5
2017 Q1	–	Sell	-100,000	Closed	-$8.65M	–	879
2016 Q4	$8.65M	Buy	+100,000	New	+$8.61M	0.66%	23

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shelton Capital Management's HYG Position: Q2 2019 in Review

Shelton Capital Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2019, closing a stake of 1,193 shares — an estimated $13.8K sold.

Shelton Capital Management first reported a position in HYG in Q2 2017 and held it in 2 quarters. The position peaked at $990K in Q2 2017. 679 funds tracked by Wall St. Rank hold HYG as of Q2 2019.

Shelton Capital Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Shelton Capital Management sold 1,193 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2019, an estimated $13.8K.
Shelton Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2017 and held it in 2 quarters.
Shelton Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $990K in Q2 2017.
679 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2019.

Based on Shelton Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.