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Cornerstone Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Cornerstone Wealth Management’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
2019
Q2 		– Sell
-4,509
Closed -$336K – 421
2019
Q1 		$336K Buy
4,509
+997
+28% +$88.4K 0.04% 357
2018
Q4 		$296K Buy
+3,512
New +$314K 0.06% 262

Other funds holding HYGH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

Cornerstone Wealth Management's HYGH Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2019, closing a stake of 4,509 shares — an estimated $336K sold.

Cornerstone Wealth Management first reported a position in HYGH in Q4 2018 and held it in 2 quarters. The position peaked at $336K in Q1 2019. 49 funds tracked by Wall St. Rank hold HYGH as of Q2 2019.

  • Cornerstone Wealth Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,509 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2019, an estimated $336K.
  • Cornerstone Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $336K in Q1 2019.
  • 49 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.