CA
ESHY

Clearstead Advisors’s Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF ESHY Stock Holding History

Clearstead Advisors’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
2024
Q1 		– Sell
-2,362
Closed -$44K – 1653
2023
Q4 		$44K Sell
2,362
-2,362
-50% -$42.4K ﹤0.01% 773
2023
Q3 		$83.9K Buy
4,724
+2,362
+100% +$42.5K ﹤0.01% 780
2023
Q2 		$42.8K Hold
2,362
– – ﹤0.01% 759
2023
Q1 		$43K Hold
2,362
– – ﹤0.01% 696
2022
Q4 		$41.9K Hold
2,362
– – ﹤0.01% 651
2022
Q3 		$41K Hold
2,362
– – ﹤0.01% 650
2022
Q2 		$42K Hold
2,362
– – ﹤0.01% 655
2022
Q1 		$47K Buy
2,362
+478
+25% +$9.66K ﹤0.01% 695
2021
Q4 		$40K Buy
+1,884
New +$39.6K ﹤0.01% 699

Other funds holding ESHY

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

Clearstead Advisors's ESHY Position: Q1 2024 in Review

Clearstead Advisors sold out of Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) in Q1 2024, closing a stake of 2,362 shares — an estimated $44K sold.

Clearstead Advisors first reported a position in ESHY in Q4 2021 and held it in 9 quarters. The position peaked at $83.9K in Q3 2023. 2 funds tracked by Wall St. Rank hold ESHY as of Q1 2024.

  • Clearstead Advisors reported no remaining Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Clearstead Advisors sold 2,362 Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $44K.
  • Clearstead Advisors first reported a position in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
  • Clearstead Advisors's Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position peaked at $83.9K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF as of Q1 2024.

Based on Clearstead Advisors's 13F filing for Q1 2024, filed 14 May 2024.