YorkBridge Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

YorkBridge Wealth Partners’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 Q2	–	Sell	-838	Closed	-$71.8K	–	855
2018 Q1	$72K	Hold	838	–	–	0.03%	331
2017 Q4	$72K	Hold	838	–	–	0.03%	332
2017 Q3	$74K	Hold	838	–	–	0.04%	330
2017 Q2	$74K	Hold	838	–	–	0.04%	322
2017 Q1	$74K	Hold	838	–	–	0.04%	320
2016 Q4	$72K	Buy	+838	New	+$72.2K	0.04%	298

Other funds holding HYG

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

BlackRock New York $6.73T AUM 46.02% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $47.4M AUM 1.28% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

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

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

YorkBridge Wealth Partners's HYG Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2018, closing a stake of 838 shares — an estimated $71.8K sold.

YorkBridge Wealth Partners first reported a position in HYG in Q4 2016 and held it in 6 quarters. The position peaked at $74K in Q3 2017. 639 funds tracked by Wall St. Rank hold HYG as of Q2 2018.

YorkBridge Wealth Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 838 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2018, an estimated $71.8K.
YorkBridge Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and held it in 6 quarters.
YorkBridge Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $74K in Q3 2017.
639 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.