AWM
HYGH icon

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

Accurate 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
2023
Q1 		– Sell
-22
Closed -$1.83K – 778
2022
Q4 		$1.83K Buy
+22
New +$1.81K ﹤0.01% 1225

Other funds holding HYGH

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Accurate Wealth Management's HYGH Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2023, closing a stake of 22 shares — an estimated $1.83K sold.

Accurate Wealth Management first reported a position in HYGH in Q4 2022 and held it in 1 quarter. The position peaked at $1.83K in Q4 2022. 41 funds tracked by Wall St. Rank hold HYGH as of Q1 2023.

  • Accurate Wealth Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 22 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2023, an estimated $1.83K.
  • Accurate Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $1.83K in Q4 2022.
  • 41 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.