Ameliora Wealth Management’s iShares US & Intl High Yield Corp Bond ETF GHYG Stock Holding History

Ameliora Wealth Management’s Portfolio GHYG Stock Details GHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-920	Closed	-$40.2K	–	173
2024 Q2	$40.2K	Sell	920 -715	-44%	-$31.2K	0.02%	126
2024 Q1	$72.2K	Hold	1,635	–	–	0.03%	122
2023 Q4	$72.3K	Hold	1,635	–	–	0.04%	105
2023 Q3	$67.9K	Sell	1,635 -27,370	-94%	-$1.16M	0.04%	112
2023 Q2	$1.23M	Sell	29,005 -6,836	-19%	-$289K	0.76%	41
2023 Q1	$1.53M	Sell	35,841 -33,164	-48%	-$1.4M	0.9%	39
2022 Q4	$2.86M	Buy	69,005 +2,037	+3%	+$82.8K	1.53%	22
2022 Q3	$2.6M	Buy	+66,968	New	+$2.77M	1.41%	23

Other funds holding GHYG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameliora Wealth Management's GHYG Position: Q3 2024 in Review

Ameliora Wealth Management sold out of iShares US & Intl High Yield Corp Bond ETF (GHYG) in Q3 2024, closing a stake of 920 shares — an estimated $40.2K sold.

Ameliora Wealth Management first reported a position in GHYG in Q3 2022 and held it in 8 quarters. The position peaked at $2.86M in Q4 2022. 50 funds tracked by Wall St. Rank hold GHYG as of Q3 2024.

Ameliora Wealth Management reported no remaining iShares US & Intl High Yield Corp Bond ETF position as of Q3 2024 after selling out during the quarter.
Ameliora Wealth Management sold 920 iShares US & Intl High Yield Corp Bond ETF shares in Q3 2024, an estimated $40.2K.
Ameliora Wealth Management first reported a position in iShares US & Intl High Yield Corp Bond ETF in Q3 2022 and held it in 8 quarters.
Ameliora Wealth Management's iShares US & Intl High Yield Corp Bond ETF position peaked at $2.86M in Q4 2022.
50 funds tracked by Wall St. Rank held iShares US & Intl High Yield Corp Bond ETF as of Q3 2024.

Based on Ameliora Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.