Concord Wealth Partners’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Concord Wealth Partners’s Portfolio QHY Stock Details QHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-382	Closed	-$17.4K	–	920
2023 Q4	$17.4K	Hold	382	–	–	﹤0.01%	499
2023 Q3	$16.5K	Hold	382	–	–	﹤0.01%	539
2023 Q2	$16.9K	Hold	382	–	–	﹤0.01%	530
2023 Q1	$17.1K	Hold	382	–	–	﹤0.01%	511
2022 Q4	$16.8K	Buy	+382	New	+$16.9K	0.01%	557
2022 Q3	–	Sell	-590	Closed	-$26K	–	1211
2022 Q2	$26K	Hold	590	–	–	0.01%	492
2022 Q1	$29K	Buy	590 +237	+67%	+$11.9K	0.01%	559
2021 Q4	$19K	Buy	+353	New	+$18.5K	﹤0.01%	663
2021 Q1	–	Sell	-136	Closed	-$7K	–	1069
2020 Q4	$7K	Buy	+136	New	+$6.98K	0.01%	395

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

Concord Wealth Partners's QHY Position: Q1 2024 in Review

Concord Wealth Partners sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q1 2024, closing a stake of 382 shares — an estimated $17.4K sold.

Concord Wealth Partners first reported a position in QHY in Q4 2020 and held it in 9 quarters. The position peaked at $29K in Q1 2022. 56 funds tracked by Wall St. Rank hold QHY as of Q1 2024.

Concord Wealth Partners reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q1 2024 after selling out during the quarter.
Concord Wealth Partners sold 382 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2024, an estimated $17.4K.
Concord Wealth Partners first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2020 and held it in 9 quarters.
Concord Wealth Partners's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $29K in Q1 2022.
56 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.