BAM
ESHY

Belpointe Asset Management’s Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF ESHY Stock Holding History

Belpointe Asset Management’s Portfolio ESHY Stock Details ESHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-838
Closed -$15.3K – 3603
2023
Q1 		$15.3K Hold
838
– – ﹤0.01% 2463
2022
Q4 		$14.9K Buy
+838
New +$14.9K ﹤0.01% 2407

Other funds holding ESHY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Belpointe Asset Management's ESHY Position: Q2 2023 in Review

Belpointe Asset Management sold out of Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) in Q2 2023, closing a stake of 838 shares — an estimated $15.3K sold.

Belpointe Asset Management first reported a position in ESHY in Q4 2022 and held it in 2 quarters. The position peaked at $15.3K in Q1 2023. 9 funds tracked by Wall St. Rank hold ESHY as of Q2 2023.

  • Belpointe Asset Management reported no remaining Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 838 Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $15.3K.
  • Belpointe Asset Management first reported a position in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position peaked at $15.3K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.