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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BAM
BTS Asset Management Lincoln, Massachusetts $47.4M AUM 1.28% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

WFG Advisors's HYG Position: Q2 2017 in Review

WFG Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 20% in Q2 2017, buying an estimated $44.6K and bringing the position to 2,985 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #304.

WFG Advisors first reported a position in HYG in Q2 2013 and has held it in 17 quarters since. The position peaked at $852K in Q2 2013. 591 funds tracked by Wall St. Rank hold HYG as of Q2 2017.

  • WFG Advisors held 2,985 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $264K as of Q2 2017.
  • WFG Advisors bought 507 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2017, an estimated $44.6K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #304 holding.
  • WFG Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $852K in Q2 2013.
  • 591 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.