Shoker Investment Counsel’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Shoker Investment Counsel’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	-3,681	Closed	-$313K	–	103
2018 Q2	$313K	Sell	3,681 -66	-2%	-$5.65K	0.23%	87
2018 Q1	$320K	Sell	3,747 -67	-2%	-$5.79K	0.24%	86
2017 Q4	$332K	Sell	3,814 -619	-14%	-$54.3K	0.24%	86
2017 Q3	$393K	Buy	4,433 +38	+0.9%	+$3.35K	0.3%	76
2017 Q2	$388K	Sell	4,395 -109	-2%	-$9.59K	0.3%	71
2017 Q1	$395K	Sell	4,504 -209	-4%	-$18.3K	0.33%	71
2016 Q4	$407K	Sell	4,713 -140	-3%	-$12.1K	0.34%	70
2016 Q3	$423K	Buy	4,853 +7	+0.1%	+$602	0.36%	68
2016 Q2	$410K	Sell	4,846 -67	-1%	-$5.57K	0.36%	68
2016 Q1	$401K	Sell	4,913 -577	-11%	-$45.8K	0.38%	66
2015 Q4	$442K	Buy	+5,490	New	+$456K	0.44%	57

Other funds holding HYG

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

Shoker Investment Counsel's HYG Position: Q3 2018 in Review

Shoker Investment Counsel sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2018, closing a stake of 3,681 shares — an estimated $313K sold.

Shoker Investment Counsel first reported a position in HYG in Q4 2015 and held it in 11 quarters. The position peaked at $442K in Q4 2015. 647 funds tracked by Wall St. Rank hold HYG as of Q3 2018.

Shoker Investment Counsel reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Shoker Investment Counsel sold 3,681 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2018, an estimated $313K.
Shoker Investment Counsel first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and held it in 11 quarters.
Shoker Investment Counsel's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $442K in Q4 2015.
647 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2018.

Based on Shoker Investment Counsel's 13F filing for Q3 2018, filed 9 Nov 2018.