Vontobel Swiss Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Vontobel Swiss Wealth 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
2021 Q2	$357K	Hold	4,050	–	–	0.18%	62
2021 Q1	$353K	Buy	4,050 +950	+31%	+$82.7K	0.2%	60
2020 Q4	$271K	Buy	+3,100	New	+$265K	0.15%	65
2020 Q3	–	Sell	-3,100	Closed	-$253K	–	70
2020 Q2	$253K	Hold	3,100	–	–	0.17%	74
2020 Q1	$239K	Hold	3,100	–	–	0.18%	77
2019 Q4	$273K	Hold	3,100	–	–	0.18%	84
2019 Q3	$270K	Hold	3,100	–	–	0.17%	88
2019 Q2	$270K	Buy	+3,100	New	+$268K	0.14%	106

Other funds holding HYG

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's HYG Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2021 at 4,050 shares worth $357K. The position accounts for 0.18% of the portfolio, ranked #62.

Vontobel Swiss Wealth Advisors first reported a position in HYG in Q2 2019 and has held it in 8 quarters since. 900 funds tracked by Wall St. Rank hold HYG as of Q2 2021.

Vontobel Swiss Wealth Advisors held 4,050 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $357K as of Q2 2021.
Vontobel Swiss Wealth Advisors left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2021.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.18% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #62 holding.
Vontobel Swiss Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2019 and has held it in 8 quarters since.
900 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.