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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
– Sell
-28,650
Closed -$2.73M – 164
2014
Q2
$2.73M Buy
28,650
+550
+2% +$52K 1.85% 11
2014
Q1
$2.65M Buy
28,100
+825
+3% +$77.4K 1.92% 11
2013
Q4
$2.53M Buy
+27,275
New +$2.53M 1.93% 11

Other funds holding HYG

Torch Wealth Management's HYG Position: Q3 2014 in Review

Torch Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2014, closing a stake of 28,650 shares — an estimated $2.73M sold.

Torch Wealth Management first reported a position in HYG in Q4 2013 and held it in 3 quarters. The position peaked at $2.73M in Q2 2014. 417 funds tracked by Wall St. Rank hold HYG as of Q3 2014.

  • Torch Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 28,650 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2014, an estimated $2.73M.
  • Torch Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.73M in Q2 2014.
  • 417 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.