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Founders Financial Alliance’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Founders Financial Alliance’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
-575
Closed -$47.6K – 514
2023
Q1 		$47.6K Hold
575
– – 0.02% 305
2022
Q4 		$47.2K Hold
575
– – 0.02% 330
2022
Q3 		$46K Hold
575
– – 0.02% 325
2022
Q2 		$46K Hold
575
– – 0.02% 342
2022
Q1 		$50K Hold
575
– – 0.02% 322
2021
Q4 		$51K Hold
575
– – 0.02% 354
2021
Q3 		$50K Hold
575
– – 0.02% 330
2021
Q2 		$51K Hold
575
– – 0.02% 344
2021
Q1 		$50K Hold
575
– – 0.02% 331
2020
Q4 		$50K Hold
575
– – 0.03% 294
2020
Q3 		$48K Buy
+575
New +$47.7K 0.03% 387

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 $774M AUM 12.78% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 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 $38.8B AUM 21.88% 1-Year Est. Return

Founders Financial Alliance's HYGH Position: Q2 2023 in Review

Founders Financial Alliance sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2023, closing a stake of 575 shares — an estimated $47.6K sold.

Founders Financial Alliance first reported a position in HYGH in Q3 2020 and held it in 11 quarters. The position peaked at $51K in Q4 2021. 40 funds tracked by Wall St. Rank hold HYGH as of Q2 2023.

  • Founders Financial Alliance reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Founders Financial Alliance sold 575 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2023, an estimated $47.6K.
  • Founders Financial Alliance first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2020 and held it in 11 quarters.
  • Founders Financial Alliance's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $51K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2023.

Based on Founders Financial Alliance's 13F filing for Q2 2023, filed 11 Aug 2023.