TWM
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TLW Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

TLW Wealth Management’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
2019
Q1 		– Sell
-2,724
Closed -$221K – 29
2018
Q4 		$221K Buy
+2,724
New +$228K 0.23% 17

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

TLW Wealth Management's HYG Position: Q1 2019 in Review

TLW Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2019, closing a stake of 2,724 shares — an estimated $221K sold.

TLW Wealth Management first reported a position in HYG in Q4 2018 and held it in 1 quarter. The position peaked at $221K in Q4 2018. 694 funds tracked by Wall St. Rank hold HYG as of Q1 2019.

  • TLW Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • TLW Wealth Management sold 2,724 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2019, an estimated $221K.
  • TLW Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • TLW Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $221K in Q4 2018.
  • 694 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2019.

Based on TLW Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.