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

Arkadios Wealth 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
2021
Q4 		– Sell
-14
Closed -$1K – 1113
2021
Q3 		$1K Buy
+14
New +$1.23K ﹤0.01% 1809

Other funds holding HYGH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Arkadios Wealth Advisors's HYGH Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2021, closing a stake of 14 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in HYGH in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 35 funds tracked by Wall St. Rank hold HYGH as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 14 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $1K in Q3 2021.
  • 35 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.