Clear Perspective Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Clear Perspective Advisors’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
2018 Q3	–	Sell	-94	Closed	-$9K	–	266
2018 Q2	$9K	Hold	94	–	–	0.01%	376
2018 Q1	$9K	Hold	94	–	–	0.01%	362
2017 Q4	$9K	Hold	94	–	–	0.01%	349
2017 Q3	$9K	Hold	94	–	–	0.01%	351
2017 Q2	$9K	Hold	94	–	–	0.01%	344
2017 Q1	$9K	Buy	+94	New	+$8.51K	0.01%	325

Other funds holding HYGH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

DBRC

D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return

Clear Perspective Advisors's HYGH Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q3 2018, closing a stake of 94 shares — an estimated $9K sold.

Clear Perspective Advisors first reported a position in HYGH in Q1 2017 and held it in 6 quarters. The position peaked at $9K in Q2 2018. 40 funds tracked by Wall St. Rank hold HYGH as of Q3 2018.

Clear Perspective Advisors reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 94 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2018, an estimated $9K.
Clear Perspective Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2017 and held it in 6 quarters.
Clear Perspective Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $9K in Q2 2018.
40 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.