Whitener Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-67	Closed	-$5K	–	261
2019 Q3	$5K	Buy	67 +1	+2%	+$87	﹤0.01%	400
2019 Q2	$5K	Buy	66 +1	+2%	+$86	﹤0.01%	390
2019 Q1	$5K	Buy	+65	New	+$5.52K	﹤0.01%	381
2018 Q2	–	Sell	-22	Closed	-$1K	–	233
2018 Q1	$1K	Buy	+22	New	+$1.9K	﹤0.01%	442

Other funds holding HYG

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Whitener Capital Management's HYG Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2019, closing a stake of 67 shares — an estimated $5K sold.

Whitener Capital Management first reported a position in HYG in Q1 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2019. 796 funds tracked by Wall St. Rank hold HYG as of Q4 2019.

Whitener Capital Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 67 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2019, an estimated $5K.
Whitener Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and held it in 4 quarters.
Whitener Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5K in Q3 2019.
796 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.