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WA
WFG Advisors’s
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
Stock Holding History
WFG Advisors’s Portfolio
HYG Stock Details
HYG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
$264K
Buy
2,985
+507
+20%
+$44.6K
0.06%
304
2017
Q1
$217K
Sell
2,478
-449
-15%
-$39.2K
0.06%
318
2016
Q4
$253K
Sell
2,927
-962
-25%
-$82.8K
0.06%
312
2016
Q3
$339K
Buy
3,889
+161
+4%
+$13.8K
0.08%
240
2016
Q2
$316K
Buy
3,728
+333
+10%
+$27.7K
0.08%
230
2016
Q1
$277K
Buy
3,395
+930
+38%
+$73.8K
0.08%
248
2015
Q4
$199K
Sell
2,465
-98
-4%
-$8.15K
0.06%
287
2015
Q3
$213K
Buy
2,563
+222
+9%
+$19.2K
0.07%
277
2015
Q2
$208K
Buy
2,341
+971
+71%
+$87.8K
0.06%
336
2015
Q1
$124K
Sell
1,370
-1,246
-48%
-$113K
0.03%
466
2014
Q4
$234K
Sell
2,616
-433
-14%
-$39.4K
0.05%
382
2014
Q3
$280K
Sell
3,049
-667
-18%
-$62.4K
0.05%
368
2014
Q2
$354K
Buy
3,716
+440
+13%
+$41.6K
0.07%
328
2014
Q1
$309K
Sell
3,276
-17
-0.5%
-$1.59K
0.06%
346
2013
Q4
$306K
Buy
3,293
+667
+25%
+$61.9K
0.04%
424
2013
Q3
$240K
Sell
2,626
-6,744
-72%
-$618K
0.04%
443
2013
Q2
$852K
Buy
+9,370
New
+$880K
0.14%
176
Other funds holding HYG
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
HMC
Harvard Management Company
Boston, Massachusetts
$1.82B AUM
26.23%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
BAM
BTS Asset Management
Lincoln, Massachusetts
$25.9M AUM
2.16%
1-Year Est. Return
USAA
United Services Automobile Association
San Antonio, Texas
$851M AUM
5.13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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