CI Investments Inc’s Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF ESHY Stock Holding History

CI Investments Inc’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 Q1	–	Sell	-13,455	Closed	-$239K	–	1351
2022 Q4	$239K	Sell	13,455 -1,350	-9%	-$24K	﹤0.01%	577
2022 Q3	$257K	Buy	14,805 +2,000	+16%	+$36.5K	﹤0.01%	538
2022 Q2	$228K	Buy	12,805 +2,200	+21%	+$41.4K	﹤0.01%	583
2022 Q1	$211K	Buy	10,605 +3,850	+57%	+$77.8K	﹤0.01%	691
2021 Q4	$142K	Buy	6,755 +4,737	+235%	+$99.6K	﹤0.01%	823
2021 Q3	$43K	Buy	+2,018	New	+$42.9K	﹤0.01%	990

Other funds holding ESHY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

CI Investments Inc's ESHY Position: Q1 2023 in Review

CI Investments Inc sold out of Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) in Q1 2023, closing a stake of 13,455 shares — an estimated $239K sold.

CI Investments Inc first reported a position in ESHY in Q3 2021 and held it in 6 quarters. The position peaked at $257K in Q3 2022. 10 funds tracked by Wall St. Rank hold ESHY as of Q1 2023.

CI Investments Inc reported no remaining Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
CI Investments Inc sold 13,455 Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $239K.
CI Investments Inc first reported a position in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF in Q3 2021 and held it in 6 quarters.
CI Investments Inc's Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position peaked at $257K in Q3 2022.
10 funds tracked by Wall St. Rank held Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF as of Q1 2023.

Based on CI Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.