Squar Milner Financial Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-1,159	Closed	-$89K	–	430
2020 Q1	$89K	Sell	1,159 -118	-9%	-$9.97K	0.05%	289
2019 Q4	$112K	Buy	+1,277	New	+$111K	0.06%	303
2019 Q3	–	Sell	-2,580	Closed	-$225K	–	434
2019 Q2	$225K	Sell	2,580 -1,250	-33%	-$108K	0.15%	147
2019 Q1	$331K	Hold	3,830	–	–	0.24%	98
2018 Q4	$311K	Hold	3,830	–	–	0.3%	86
2018 Q3	$331K	Sell	3,830 -145	-4%	-$12.5K	0.3%	88
2018 Q2	$338K	Sell	3,975 -209	-5%	-$17.9K	0.3%	88
2018 Q1	$358K	Sell	4,184 -52	-1%	-$4.49K	0.45%	71
2017 Q4	$370K	Buy	+4,236	New	+$372K	0.45%	79

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Squar Milner Financial Services's HYG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2020, closing a stake of 1,159 shares — an estimated $89K sold.

Squar Milner Financial Services first reported a position in HYG in Q4 2017 and held it in 9 quarters. The position peaked at $370K in Q4 2017. 762 funds tracked by Wall St. Rank hold HYG as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,159 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2020, an estimated $89K.
Squar Milner Financial Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $370K in Q4 2017.
762 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.