Castleview Partners’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,741
Closed -$164K 727
2022
Q4
$164K Buy
7,741
+19
+0.2% +$405 0.16% 132
2022
Q3
$160K Buy
7,722
+7,266
+1,593% +$159K 0.15% 142
2022
Q2
$27.1K Sell
456
-7,531
-94% -$167K 0.02% 365
2022
Q1
$186K Sell
7,987
-194,085
-96% -$4.63M 0.12% 177
2021
Q4
$8.07K Buy
+202,072
New +$5.04M 0.06% 112
2021
Q2
$204K Buy
+8,081
New +$202K 0.09% 212

Castleview Partners's HYLV Position: Q1 2023 in Review

Castleview Partners sold out of IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q1 2023, closing a stake of 7,741 shares — an estimated $164K sold.

Castleview Partners first reported a position in HYLV in Q2 2021 and held it in 6 quarters. The position peaked at $204K in Q2 2021. 0 funds tracked by Wall St. Rank hold HYLV as of Q1 2023.

  • Castleview Partners reported no remaining IQ S&P High Yield Low Volatility Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Castleview Partners sold 7,741 IQ S&P High Yield Low Volatility Bond ETF shares in Q1 2023, an estimated $164K.
  • Castleview Partners first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q2 2021 and held it in 6 quarters.
  • Castleview Partners's IQ S&P High Yield Low Volatility Bond ETF position peaked at $204K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q1 2023.

Based on Castleview Partners's 13F filing for Q1 2023, filed 16 May 2023.