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HYGH icon

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

CreativeOne Wealth’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
2024
Q2 		– Sell
-2,336
Closed -$200K – 838
2024
Q1 		$200K Buy
+2,336
New +$198K 0.01% 844
2023
Q3 		– Sell
-2,526
Closed -$212K – 690
2023
Q2 		$212K Sell
2,526
-123
-5% -$10.1K 0.01% 767
2023
Q1 		$219K Hold
2,649
– – 0.01% 725
2022
Q4 		$217K Buy
2,649
+21
+0.8% +$1.73K 0.01% 675
2022
Q3 		$210K Buy
2,628
+27
+1% +$2.22K 0.01% 657
2022
Q2 		$207K Sell
2,601
-420
-14% -$35.2K 0.01% 673
2022
Q1 		$263K Sell
3,021
-299
-9% -$25.8K 0.01% 623
2021
Q4 		$292K Sell
3,320
-403
-11% -$35.3K 0.01% 601
2021
Q3 		$327K Buy
3,723
+543
+17% +$47.6K 0.02% 526
2021
Q2 		$280K Buy
3,180
+376
+13% +$32.9K 0.02% 554
2021
Q1 		$246K Buy
2,804
+399
+17% +$34.6K 0.02% 491
2020
Q4 		$208K Buy
+2,405
New +$204K 0.02% 476

Other funds holding HYGH

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

CreativeOne Wealth's HYGH Position: Q2 2024 in Review

CreativeOne Wealth sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2024, closing a stake of 2,336 shares — an estimated $200K sold.

CreativeOne Wealth first reported a position in HYGH in Q4 2020 and held it in 12 quarters. The position peaked at $327K in Q3 2021. 67 funds tracked by Wall St. Rank hold HYGH as of Q2 2024.

  • CreativeOne Wealth reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 2,336 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2024, an estimated $200K.
  • CreativeOne Wealth first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2020 and held it in 12 quarters.
  • CreativeOne Wealth's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $327K in Q3 2021.
  • 67 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2024.

Based on CreativeOne Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.