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Wealthspire Advisors (Maryland)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$213K Sell
2,542
-5,241
-67% -$441K 0.01% 434
2020
Q2 		$635K Hold
7,783
– – 0.05% 216
2020
Q1 		$600K Hold
7,783
– – 0.05% 211
2019
Q4 		$684K Sell
7,783
-69
-0.9% -$6K 0.05% 225
2019
Q3 		$684K Sell
7,852
-272
-3% -$23.6K 0.05% 206
2019
Q2 		$708K Hold
8,124
– – 0.05% 194
2019
Q1 		$702K Sell
8,124
-518
-6% -$44K 0.05% 192
2018
Q4 		$701K Sell
8,642
-1,770
-17% -$148K 0.06% 164
2018
Q3 		$900K Buy
10,412
+19
+0.2% +$1.63K 0.07% 155
2018
Q2 		$884K Sell
10,393
-1,164
-10% -$99.7K 0.08% 140
2018
Q1 		$990K Buy
11,557
+273
+2% +$23.6K 0.09% 133
2017
Q4 		$985K Buy
11,284
+39
+0.3% +$3.42K 0.1% 138
2017
Q3 		$998K Buy
11,245
+5,434
+94% +$480K 0.11% 131
2017
Q2 		$514K Buy
5,811
+3,792
+188% +$334K 0.06% 223
2017
Q1 		$177K Sell
2,019
-91
-4% -$7.95K 0.03% 432
2016
Q4 		$183K Sell
2,110
-154
-7% -$13.3K 0.03% 400
2016
Q3 		$198K Buy
2,264
+19
+0.8% +$1.63K 0.03% 387
2016
Q2 		$190K Buy
2,245
+985
+78% +$81.9K 0.03% 377
2016
Q1 		$103K Sell
1,260
-6
-0.5% -$476 0.02% 515
2015
Q4 		$102K Buy
+1,266
New +$105K 0.02% 517

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HYG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 67% in Q3 2020, selling an estimated $441K and leaving 2,542 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #434.

Wealthspire Advisors (Maryland) first reported a position in HYG in Q4 2015 and has held it in 20 quarters since. The position peaked at $998K in Q3 2017. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,542 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $213K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 5,241 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2020, an estimated $441K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #434 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $998K in Q3 2017.
  • 782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.