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DFPG Investments’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

DFPG Investments’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
2023
Q4 		$5.17M Buy
61,690
+1,963
+3% +$163K 0.4% 59
2023
Q3 		$4.95M Buy
59,727
+4,216
+8% +$353K 0.46% 48
2023
Q2 		$4.65M Buy
55,511
+3,247
+6% +$267K 0.42% 49
2023
Q1 		$4.33M Buy
+52,264
New +$4.33M 0.46% 43

Other funds holding HYGH

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DFPG Investments's HYGH Position: Q4 2023 in Review

DFPG Investments increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 3.3% in Q4 2023, buying an estimated $163K and bringing the position to 61,690 shares worth $5.17M. The position accounts for 0.4% of the portfolio, ranked #59.

DFPG Investments first reported a position in HYGH in Q1 2023 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold HYGH as of Q4 2023.

  • DFPG Investments held 61,690 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $5.17M as of Q4 2023.
  • DFPG Investments bought 1,963 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2023, an estimated $163K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.4% of DFPG Investments's portfolio in Q4 2023, its #59 holding.
  • DFPG Investments first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.