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

Atlas Private 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	-300	Closed	-$26K	–	391
2021 Q3	$26K	Hold	300	–	–	0.01%	309
2021 Q2	$26K	Sell	300 -1,000	-77%	-$87.6K	0.01%	317
2021 Q1	$114K	Hold	1,300	–	–	0.06%	146
2020 Q4	$112K	Sell	1,300 -1,500	-54%	-$127K	0.08%	140
2020 Q3	$232K	Sell	2,800 -100	-3%	-$8.29K	0.19%	91
2020 Q2	$233K	Buy	+2,900	New	+$231K	0.21%	99

Other funds holding HYGH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atlas Private Wealth Advisors's HYGH Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2021, closing a stake of 300 shares — an estimated $26K sold.

Atlas Private Wealth Advisors first reported a position in HYGH in Q2 2020 and held it in 6 quarters. The position peaked at $233K in Q2 2020. 35 funds tracked by Wall St. Rank hold HYGH as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 300 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2021, an estimated $26K.
Atlas Private Wealth Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $233K in Q2 2020.
35 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.