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Congress Wealth Management’s iShares US & Intl High Yield Corp Bond ETF GHYG Stock Holding History

Congress Wealth Management’s Portfolio GHYG Stock Details GHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-198,814
Closed -$9.18M – 577
2022
Q1 		$9.18M Buy
198,814
+17,857
+10% +$842K 0.2% 152
2021
Q4 		$8.92M Buy
+180,957
New +$8.93M 0.18% 164

Other funds holding GHYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

Congress Wealth Management's GHYG Position: Q2 2022 in Review

Congress Wealth Management sold out of iShares US & Intl High Yield Corp Bond ETF (GHYG) in Q2 2022, closing a stake of 198,814 shares — an estimated $9.18M sold.

Congress Wealth Management first reported a position in GHYG in Q4 2021 and held it in 2 quarters. The position peaked at $9.18M in Q1 2022. 32 funds tracked by Wall St. Rank hold GHYG as of Q2 2022.

  • Congress Wealth Management reported no remaining iShares US & Intl High Yield Corp Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 198,814 iShares US & Intl High Yield Corp Bond ETF shares in Q2 2022, an estimated $9.18M.
  • Congress Wealth Management first reported a position in iShares US & Intl High Yield Corp Bond ETF in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's iShares US & Intl High Yield Corp Bond ETF position peaked at $9.18M in Q1 2022.
  • 32 funds tracked by Wall St. Rank held iShares US & Intl High Yield Corp Bond ETF as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.