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Belpointe Asset Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-200
Closed -$16.6K – 1811
2023
Q1 		$16.6K Hold
200
– – ﹤0.01% 2420
2022
Q4 		$16.4K Buy
+200
New +$16.5K ﹤0.01% 2317

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KWM
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SIS
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RSWM
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Belpointe Asset Management's HYGH Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2023, closing a stake of 200 shares — an estimated $16.6K sold.

Belpointe Asset Management first reported a position in HYGH in Q4 2022 and held it in 2 quarters. The position peaked at $16.6K in Q1 2023. 40 funds tracked by Wall St. Rank hold HYGH as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 200 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2023, an estimated $16.6K.
  • Belpointe Asset Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $16.6K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2023.

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