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Summit Trail Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-2
Closed – – 998
2017
Q4 		$0 Buy
+2
New +$176 ﹤0.01% 2025

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Trail Advisors's HYG Position: Q1 2018 in Review

Summit Trail Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2018, closing a stake of 2 shares.

Summit Trail Advisors first reported a position in HYG in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 633 funds tracked by Wall St. Rank hold HYG as of Q1 2018.

  • Summit Trail Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 2 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2018.
  • Summit Trail Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $0 in Q4 2017.
  • 633 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.