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Atria Investments’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Atria Investments’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
2019
Q4 		– Sell
-2,315
Closed -$204K – 1216
2019
Q3 		$204K Sell
2,315
-23
-1% -$2.02K 0.01% 844
2019
Q2 		$203K Sell
2,338
-3,682
-61% -$328K 0.01% 906
2019
Q1 		$539K Buy
6,020
+957
+19% +$84.8K 0.02% 513
2018
Q4 		$429K Buy
+5,063
New +$452K 0.02% 553

Other funds holding HYGH

NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Investments's HYGH Position: Q4 2019 in Review

Atria Investments sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2019, closing a stake of 2,315 shares — an estimated $204K sold.

Atria Investments first reported a position in HYGH in Q4 2018 and held it in 4 quarters. The position peaked at $539K in Q1 2019. 43 funds tracked by Wall St. Rank hold HYGH as of Q4 2019.

  • Atria Investments reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Atria Investments sold 2,315 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2019, an estimated $204K.
  • Atria Investments first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2018 and held it in 4 quarters.
  • Atria Investments's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $539K in Q1 2019.
  • 43 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2019.

Based on Atria Investments's 13F filing for Q4 2019, filed 11 Feb 2020.