Spectrum Management Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Spectrum Management Group’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 Q1	–	Sell	-623	Closed	-$54K	–	248
2017 Q4	$54K	Hold	623	–	–	0.02%	116
2017 Q3	$55K	Buy	+623	New	+$55K	0.02%	162
2014 Q4	–	Sell	-260	Closed	-$24K	–	140
2014 Q3	$24K	Sell	260 -304	-54%	-$28.4K	0.01%	77
2014 Q2	$54K	Sell	564 -443	-44%	-$41.9K	0.03%	57
2014 Q1	$95K	Hold	1,007	–	–	0.07%	43
2013 Q4	$94K	Buy	+1,007	New	+$93.5K	0.07%	47

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

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

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

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

NSLI

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Spectrum Management Group's HYG Position: Q1 2018 in Review

Spectrum Management Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2018, closing a stake of 623 shares — an estimated $54K sold.

Spectrum Management Group first reported a position in HYG in Q4 2013 and held it in 6 quarters. The position peaked at $95K in Q1 2014. 633 funds tracked by Wall St. Rank hold HYG as of Q1 2018.

Spectrum Management Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Spectrum Management Group sold 623 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2018, an estimated $54K.
Spectrum Management Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2013 and held it in 6 quarters.
Spectrum Management Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $95K in Q1 2014.
633 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2018.

Based on Spectrum Management Group's 13F filing for Q1 2018, filed 7 May 2018.