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

Disciplined 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
2020
Q1 		– Sell
-13
Closed -$1K – 443
2019
Q4 		$1K Buy
+13
New +$1.15K ﹤0.01% 406

Other funds holding HYGH

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Disciplined Investments's HYGH Position: Q1 2020 in Review

Disciplined Investments sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2020, closing a stake of 13 shares — an estimated $1K sold.

Disciplined Investments first reported a position in HYGH in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 30 funds tracked by Wall St. Rank hold HYGH as of Q1 2020.

  • Disciplined Investments reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Disciplined Investments sold 13 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2020, an estimated $1K.
  • Disciplined Investments first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2019 and held it in 1 quarter.
  • Disciplined Investments's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $1K in Q4 2019.
  • 30 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2020.

Based on Disciplined Investments's 13F filing for Q1 2020, filed 19 May 2020.