WealthShield’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

WealthShield’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
2017 Q4	$3.19M	Buy	+36,473	New	+$3.2M	1.94%	16

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WealthShield's HYG Position: Q4 2017 in Review

WealthShield opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2017: 36,473 shares worth $3.19M. The stake represents 1.94% of the portfolio and ranks #16 among its holdings.

684 funds tracked by Wall St. Rank hold HYG as of Q4 2017.

WealthShield held 36,473 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.19M as of Q4 2017.
iShares iBoxx $ High Yield Corporate Bond ETF was a new WealthShield position in Q4 2017.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.94% of WealthShield's portfolio in Q4 2017, its #16 holding.
684 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.