SteelBridge Private Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

SteelBridge Private Wealth 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 Q3	–	Sell	-15,570	Closed	-$1.38M	–	42
2017 Q2	$1.38M	Sell	15,570 -2,190	-12%	-$193K	1.93%	13
2017 Q1	$1.56M	Hold	17,760	–	–	2.36%	12
2016 Q4	$1.55M	Buy	17,760 +15,310	+625%	+$1.32M	2.45%	11
2016 Q3	$214K	Hold	2,450	–	–	0.62%	42
2016 Q2	$209K	Sell	2,450 -3,570	-59%	-$297K	0.63%	44
2016 Q1	$492K	Buy	+6,020	New	+$478K	1%	20

Other funds holding HYG

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

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

HMC

Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return

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

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

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

BAM

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

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

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

SteelBridge Private Wealth Advisors's HYG Position: Q3 2017 in Review

SteelBridge Private Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2017, closing a stake of 15,570 shares — an estimated $1.38M sold.

SteelBridge Private Wealth Advisors first reported a position in HYG in Q1 2016 and held it in 6 quarters. The position peaked at $1.56M in Q1 2017. 594 funds tracked by Wall St. Rank hold HYG as of Q3 2017.

SteelBridge Private Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
SteelBridge Private Wealth Advisors sold 15,570 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2017, an estimated $1.38M.
SteelBridge Private Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2016 and held it in 6 quarters.
SteelBridge Private Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.56M in Q1 2017.
594 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.