Whitney & Co’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-508	Closed	-$43K	–	260
2018 Q3	$43K	Sell	508 -95	-16%	-$8.16K	0.01%	189
2018 Q2	$51K	Buy	+603	New	+$51.7K	0.01%	161

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

Whitney & Co's HYG Position: Q4 2018 in Review

Whitney & Co sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2018, closing a stake of 508 shares — an estimated $43K sold.

Whitney & Co first reported a position in HYG in Q2 2018 and held it in 2 quarters. The position peaked at $51K in Q2 2018. 673 funds tracked by Wall St. Rank hold HYG as of Q4 2018.

Whitney & Co reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 508 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2018, an estimated $43K.
Whitney & Co first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2018 and held it in 2 quarters.
Whitney & Co's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $51K in Q2 2018.
673 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.