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Ashton Thomas Private Wealth’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Ashton Thomas Private Wealth’s Portfolio HYBB Stock Details HYBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-449
Closed -$20.7K – 1172
2024
Q2 		$20.7K Buy
+449
New +$20.6K ﹤0.01% 1153

Other funds holding HYBB

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Ashton Thomas Private Wealth's HYBB Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q3 2024, closing a stake of 449 shares — an estimated $20.7K sold.

Ashton Thomas Private Wealth first reported a position in HYBB in Q2 2024 and held it in 1 quarter. The position peaked at $20.7K in Q2 2024. 51 funds tracked by Wall St. Rank hold HYBB as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining iShares BB Rated Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 449 iShares BB Rated Corporate Bond ETF shares in Q3 2024, an estimated $20.7K.
  • Ashton Thomas Private Wealth first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's iShares BB Rated Corporate Bond ETF position peaked at $20.7K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.