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AlphaQ Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

AlphaQ Advisors’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
Q4 		– Sell
-5,640
Closed -$470K – 170
2023
Q3 		$470K Buy
5,640
+129
+2% +$10.8K 0.41% 66
2023
Q2 		$462K Hold
5,511
– – 0.34% 78
2023
Q1 		$456K Buy
+5,511
New +$456K 0.39% 67

Other funds holding HYGH

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

AlphaQ Advisors's HYGH Position: Q4 2023 in Review

AlphaQ Advisors sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2023, closing a stake of 5,640 shares — an estimated $470K sold.

AlphaQ Advisors first reported a position in HYGH in Q1 2023 and held it in 3 quarters. The position peaked at $470K in Q3 2023. 48 funds tracked by Wall St. Rank hold HYGH as of Q4 2023.

  • AlphaQ Advisors reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
  • AlphaQ Advisors sold 5,640 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2023, an estimated $470K.
  • AlphaQ Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2023 and held it in 3 quarters.
  • AlphaQ Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $470K in Q3 2023.
  • 48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2023.

Based on AlphaQ Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.