Simply Money Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Simply Money 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
2017 Q2	–	Sell	-35,907	Closed	-$3.15M	–	33
2017 Q1	$3.15M	Sell	35,907 -1,589	-4%	-$139K	0.44%	23
2016 Q4	$3.25M	Buy	37,496 +11,418	+44%	+$983K	0.47%	22
2016 Q3	$2.28M	Buy	26,078 +15,690	+151%	+$1.35M	0.35%	21
2016 Q2	$880K	Buy	10,388 +6,967	+204%	+$579K	0.14%	22
2016 Q1	$279K	Sell	3,421 -473	-12%	-$37.6K	0.04%	25
2015 Q4	$314K	Buy	3,894 +666	+21%	+$55.4K	0.05%	24
2015 Q3	$269K	Buy	+3,228	New	+$280K	0.04%	23

Other funds holding HYG

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

HMC

Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BAM

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Simply Money Advisors's HYG Position: Q2 2017 in Review

Simply Money Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2017, closing a stake of 35,907 shares — an estimated $3.15M sold.

Simply Money Advisors first reported a position in HYG in Q3 2015 and held it in 7 quarters. The position peaked at $3.25M in Q4 2016. 591 funds tracked by Wall St. Rank hold HYG as of Q2 2017.

Simply Money Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Simply Money Advisors sold 35,907 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2017, an estimated $3.15M.
Simply Money Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2015 and held it in 7 quarters.
Simply Money Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.25M in Q4 2016.
591 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2017.

Based on Simply Money Advisors's 13F filing for Q2 2017, filed 21 Jul 2017.