US Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

US Financial 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
2016 Q2	$286K	Hold	3,505	–	–	0.57%	34
2016 Q1	$286K	Buy	3,505 +3,369	+2,477%	+$267K	0.5%	34
2015 Q4	$11K	Buy	136 +63	+86%	+$5.24K	0.01%	304
2015 Q3	$6K	Sell	73 -4,274	-98%	-$370K	0.01%	287
2015 Q2	$386K	Buy	4,347 +940	+28%	+$85K	0.36%	39
2015 Q1	$309K	Sell	3,407 -2,916	-46%	-$264K	0.28%	43
2014 Q4	$567K	Buy	+6,323	New	+$576K	0.51%	32

Other funds holding HYG

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

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

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

US Financial Advisors's HYG Position: Q2 2016 in Review

US Financial Advisors held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2016 at 3,505 shares worth $286K. The position accounts for 0.57% of the portfolio, ranked #34.

US Financial Advisors first reported a position in HYG in Q4 2014 and has held it in 7 quarters since. The position peaked at $567K in Q4 2014. 518 funds tracked by Wall St. Rank hold HYG as of Q2 2016.

US Financial Advisors held 3,505 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $286K as of Q2 2016.
US Financial Advisors left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2016.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.57% of US Financial Advisors's portfolio in Q2 2016, its #34 holding.
US Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and has held it in 7 quarters since.
US Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $567K in Q4 2014.
518 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.