Ford Financial Group’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Ford Financial Group’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
2022 Q3	–	Sell	-2,817	Closed	-$223K	–	127
2022 Q2	$223K	Buy	2,817 +32	+1%	+$2.68K	0.09%	109
2022 Q1	$242K	Buy	2,785 +9	+0.3%	+$777	0.09%	106
2021 Q4	$244	Buy	+2,776	New	+$243K	0.05%	88
2021 Q3	–	Sell	-1,878	Closed	-$165K	–	290
2021 Q2	$165K	Buy	+1,878	New	+$164K	0.06%	118

Other funds holding HYGH

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Ford Financial Group's HYGH Position: Q3 2022 in Review

Ford Financial Group sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q3 2022, closing a stake of 2,817 shares — an estimated $223K sold.

Ford Financial Group first reported a position in HYGH in Q2 2021 and held it in 4 quarters. The position peaked at $242K in Q1 2022. 32 funds tracked by Wall St. Rank hold HYGH as of Q3 2022.

Ford Financial Group reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
Ford Financial Group sold 2,817 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2022, an estimated $223K.
Ford Financial Group first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2021 and held it in 4 quarters.
Ford Financial Group's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $242K in Q1 2022.
32 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2022.

Based on Ford Financial Group's 13F filing for Q3 2022, filed 11 Oct 2022.