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Blue Trust Inc’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Blue Trust Inc’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
2024
Q1 		– Sell
-10
Closed -$1K – 2439
2023
Q4 		$1K Buy
+10
New +$832 ﹤0.01% 2332

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DAS
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Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Trust Inc's HYGH Position: Q1 2024 in Review

Blue Trust Inc sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2024, closing a stake of 10 shares — an estimated $1K sold.

Blue Trust Inc first reported a position in HYGH in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 57 funds tracked by Wall St. Rank hold HYGH as of Q1 2024.

  • Blue Trust Inc reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 10 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2024, an estimated $1K.
  • Blue Trust Inc first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2023 and held it in 1 quarter.
  • Blue Trust Inc's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $1K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.