Cetera Advisor Networks’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Cetera Advisor Networks’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	$446K	Sell	5,204 -815	-14%	-$69.2K	﹤0.01%	2010
2023 Q4	$506K	Sell	6,019 -2,462	-29%	-$205K	﹤0.01%	1867
2023 Q3	$707K	Sell	8,481 -170	-2%	-$14.2K	﹤0.01%	1523
2023 Q2	$725K	Sell	8,651 -138	-2%	-$11.3K	0.01%	1465
2023 Q1	$728K	Buy	8,789 +3,225	+58%	+$267K	0.01%	1441
2022 Q4	$456K	Buy	5,564 +586	+12%	+$48.2K	﹤0.01%	1706
2022 Q3	$399K	Sell	4,978 -48	-1%	-$3.94K	0.01%	1430
2022 Q2	$399K	Buy	5,026 +861	+21%	+$72.1K	0.01%	1426
2022 Q1	$363K	Buy	4,165 +722	+21%	+$62.3K	﹤0.01%	1517
2021 Q4	$303K	Buy	+3,443	New	+$302K	﹤0.01%	1599

Other funds holding HYGH

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Advisor Networks's HYGH Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 14% in Q1 2024, selling an estimated $69.2K and leaving 5,204 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Cetera Advisor Networks first reported a position in HYGH in Q4 2021 and has held it in 10 quarters since. The position peaked at $728K in Q1 2023. 57 funds tracked by Wall St. Rank hold HYGH as of Q1 2024.

Cetera Advisor Networks held 5,204 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $446K as of Q1 2024.
Cetera Advisor Networks sold 815 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2024, an estimated $69.2K.
iShares Interest Rate Hedged High Yield Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2010 holding.
Cetera Advisor Networks first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2021 and has held it in 10 quarters since.
Cetera Advisor Networks's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $728K in Q1 2023.
57 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.