AWM
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Able Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Able Wealth Management’s Portfolio HYGH Stock Details HYGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-201
Closed -$16.9K – 298
2023
Q4 		$16.9K Buy
+201
New +$16.7K 0.02% 222

Other funds holding HYGH

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Able Wealth Management's HYGH Position: Q1 2024 in Review

Able Wealth Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2024, closing a stake of 201 shares — an estimated $16.9K sold.

Able Wealth Management first reported a position in HYGH in Q4 2023 and held it in 1 quarter. The position peaked at $16.9K in Q4 2023. 57 funds tracked by Wall St. Rank hold HYGH as of Q1 2024.

  • Able Wealth Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 201 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2024, an estimated $16.9K.
  • Able Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $16.9K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.