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Almanack Investment Partners’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-4,860
Closed -$419K – 187
2024
Q3 		$419K Buy
4,860
+589
+14% +$50.1K 0.07% 118
2024
Q2 		$363K Sell
4,271
-2,793
-40% -$238K 0.06% 123
2024
Q1 		$606K Buy
+7,064
New +$600K 0.1% 96

Other funds holding HYGH

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Almanack Investment Partners's HYGH Position: Q4 2024 in Review

Almanack Investment Partners sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2024, closing a stake of 4,860 shares — an estimated $419K sold.

Almanack Investment Partners first reported a position in HYGH in Q1 2024 and held it in 3 quarters. The position peaked at $606K in Q1 2024. 83 funds tracked by Wall St. Rank hold HYGH as of Q4 2024.

  • Almanack Investment Partners reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Almanack Investment Partners sold 4,860 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2024, an estimated $419K.
  • Almanack Investment Partners first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2024 and held it in 3 quarters.
  • Almanack Investment Partners's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $606K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2024.

Based on Almanack Investment Partners's 13F filing for Q4 2024, filed 28 Jan 2025.