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Ashton Thomas Private Wealth’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Ashton Thomas Private Wealth’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
2022
Q2 		– Sell
-2,950
Closed -$257K – 463
2022
Q1 		$257K Sell
2,950
-25,474
-90% -$2.2M 0.02% 431
2021
Q4 		$2.5M Buy
28,424
+19,420
+216% +$1.7M 0.24% 112
2021
Q3 		$790K Sell
9,004
-22,475
-71% -$1.97M 0.11% 198
2021
Q2 		$2.78M Buy
+31,479
New +$2.76M 0.42% 63
2021
Q1 		– Sell
-11,224
Closed -$969K – 311
2020
Q4 		$969K Buy
+11,224
New +$951K 0.19% 151

Other funds holding HYGH

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Ashton Thomas Private Wealth's HYGH Position: Q2 2022 in Review

Ashton Thomas Private Wealth sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2022, closing a stake of 2,950 shares — an estimated $257K sold.

Ashton Thomas Private Wealth first reported a position in HYGH in Q4 2020 and held it in 5 quarters. The position peaked at $2.78M in Q2 2021. 34 funds tracked by Wall St. Rank hold HYGH as of Q2 2022.

  • Ashton Thomas Private Wealth reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 2,950 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2022, an estimated $257K.
  • Ashton Thomas Private Wealth first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2020 and held it in 5 quarters.
  • Ashton Thomas Private Wealth's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $2.78M in Q2 2021.
  • 34 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2022.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2022, filed 22 Apr 2024.