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Golden State Wealth Management’s iShares US & Intl High Yield Corp Bond ETF GHYG Stock Holding History

Golden State Wealth Management’s Portfolio GHYG Stock Details GHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,012
Closed -$196K – 391
2019
Q3 		$196K Sell
4,012
-244
-6% -$11.9K 0.06% 208
2019
Q2 		$209K Buy
4,256
+3,164
+290% +$154K 0.07% 219
2019
Q1 		$53K Buy
+1,092
New +$52.4K 0.02% 422

Other funds holding GHYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Golden State Wealth Management's GHYG Position: Q4 2019 in Review

Golden State Wealth Management sold out of iShares US & Intl High Yield Corp Bond ETF (GHYG) in Q4 2019, closing a stake of 4,012 shares — an estimated $196K sold.

Golden State Wealth Management first reported a position in GHYG in Q1 2019 and held it in 3 quarters. The position peaked at $209K in Q2 2019. 43 funds tracked by Wall St. Rank hold GHYG as of Q4 2019.

  • Golden State Wealth Management reported no remaining iShares US & Intl High Yield Corp Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 4,012 iShares US & Intl High Yield Corp Bond ETF shares in Q4 2019, an estimated $196K.
  • Golden State Wealth Management first reported a position in iShares US & Intl High Yield Corp Bond ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's iShares US & Intl High Yield Corp Bond ETF position peaked at $209K in Q2 2019.
  • 43 funds tracked by Wall St. Rank held iShares US & Intl High Yield Corp Bond ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.