Summit Wealth & Retirement Planning’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Summit Wealth & Retirement Planning’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 Q1	–	Sell	-8,818	Closed	-$775K	–	120
2019 Q4	$775K	Buy	8,818 +198	+2%	+$17.2K	0.35%	60
2019 Q3	$751K	Sell	8,620 -214	-2%	-$18.6K	0.45%	52
2019 Q2	$770K	Sell	8,834 -2,626	-23%	-$227K	0.45%	52
2019 Q1	$991K	Sell	11,460 -7,043	-38%	-$598K	0.59%	42
2018 Q4	$1.5M	Buy	+18,503	New	+$1.55M	1.14%	22

Other funds holding HYG

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Summit Wealth & Retirement Planning's HYG Position: Q1 2020 in Review

Summit Wealth & Retirement Planning sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2020, closing a stake of 8,818 shares — an estimated $775K sold.

Summit Wealth & Retirement Planning first reported a position in HYG in Q4 2018 and held it in 5 quarters. The position peaked at $1.5M in Q4 2018. 714 funds tracked by Wall St. Rank hold HYG as of Q1 2020.

Summit Wealth & Retirement Planning reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 8,818 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2020, an estimated $775K.
Summit Wealth & Retirement Planning first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
Summit Wealth & Retirement Planning's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.5M in Q4 2018.
714 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2020, filed 11 May 2020.