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Wealth & Pension Services Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wealth & Pension Services Group’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
2018
Q4 		– Sell
-20,848
Closed -$1.8M – 103
2018
Q3 		$1.8M Buy
+20,848
New +$1.79M 1.81% 14

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

Wealth & Pension Services Group's HYG Position: Q4 2018 in Review

Wealth & Pension Services Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2018, closing a stake of 20,848 shares — an estimated $1.8M sold.

Wealth & Pension Services Group first reported a position in HYG in Q3 2018 and held it in 1 quarter. The position peaked at $1.8M in Q3 2018. 673 funds tracked by Wall St. Rank hold HYG as of Q4 2018.

  • Wealth & Pension Services Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Wealth & Pension Services Group sold 20,848 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2018, an estimated $1.8M.
  • Wealth & Pension Services Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Wealth & Pension Services Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.8M in Q3 2018.
  • 673 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2018.

Based on Wealth & Pension Services Group's 13F filing for Q4 2018, filed 14 Feb 2019.