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Dynamic Advisor Solutions’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Dynamic Advisor Solutions’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
Q2 		– Sell
-21,072
Closed -$1.74M – 824
2023
Q1 		$1.74M Sell
21,072
-11,648
-36% -$965K 0.1% 234
2022
Q4 		$2.68M Sell
32,720
-951
-3% -$78.3K 0.18% 138
2022
Q3 		$2.7M Buy
33,671
+3,012
+10% +$247K 0.21% 122
2022
Q2 		$2.44M Buy
30,659
+4,755
+18% +$398K 0.19% 133
2022
Q1 		$2.26M Buy
25,904
+5,961
+30% +$514K 0.16% 149
2021
Q4 		$1.75M Buy
19,943
+2,101
+12% +$184K 0.13% 180
2021
Q3 		$1.56M Buy
17,842
+4,086
+30% +$358K 0.12% 203
2021
Q2 		$1.21M Buy
13,756
+2,281
+20% +$200K 0.1% 245
2021
Q1 		$1.01M Buy
11,475
+2,648
+30% +$230K 0.09% 246
2020
Q4 		$762K Buy
8,827
+3,147
+55% +$267K 0.07% 285
2020
Q3 		$470K Buy
5,680
+1,134
+25% +$94K 0.05% 330
2020
Q2 		$365K Buy
4,546
+1,038
+30% +$82.6K 0.05% 346
2020
Q1 		$268K Sell
3,508
-55
-2% -$4.68K 0.05% 352
2019
Q4 		$319K Sell
3,563
-1,109
-24% -$98K 0.04% 399
2019
Q3 		$412K Sell
4,672
-1,252
-21% -$110K 0.06% 311
2019
Q2 		$525K Buy
+5,924
New +$527K 0.08% 250

Other funds holding HYGH

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Dynamic Advisor Solutions's HYGH Position: Q2 2023 in Review

Dynamic Advisor Solutions sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2023, closing a stake of 21,072 shares — an estimated $1.74M sold.

Dynamic Advisor Solutions first reported a position in HYGH in Q2 2019 and held it in 16 quarters. The position peaked at $2.7M in Q3 2022. 40 funds tracked by Wall St. Rank hold HYGH as of Q2 2023.

  • Dynamic Advisor Solutions reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 21,072 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2023, an estimated $1.74M.
  • Dynamic Advisor Solutions first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2019 and held it in 16 quarters.
  • Dynamic Advisor Solutions's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $2.7M in Q3 2022.
  • 40 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.