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

Gradient 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
2022 Q1	–	Sell	-61	Closed	-$5K	–	1248
2021 Q4	$5K	Buy	+61	New	+$5.34K	﹤0.01%	932
2021 Q1	–	Sell	-110	Closed	-$9K	–	1200
2020 Q4	$9K	Hold	110	–	–	﹤0.01%	718
2020 Q3	$9K	Hold	110	–	–	﹤0.01%	722
2020 Q2	$9K	Hold	110	–	–	﹤0.01%	663
2020 Q1	$8K	Hold	110	–	–	﹤0.01%	698
2019 Q4	$10K	Hold	110	–	–	﹤0.01%	694
2019 Q3	$10K	Hold	110	–	–	﹤0.01%	665
2019 Q2	$10K	Hold	110	–	–	﹤0.01%	647
2019 Q1	$10K	Hold	110	–	–	﹤0.01%	552
2018 Q4	$9K	Hold	110	–	–	﹤0.01%	603
2018 Q3	$10K	Hold	110	–	–	﹤0.01%	629
2018 Q2	$10K	Hold	110	–	–	﹤0.01%	608
2018 Q1	$10K	Buy	+110	New	+$10K	﹤0.01%	629

Other funds holding HYGH

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

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

MWM

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

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

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

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

DAS

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

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Gradient Investments's HYGH Position: Q1 2022 in Review

Gradient Investments sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2022, closing a stake of 61 shares — an estimated $5K sold.

Gradient Investments first reported a position in HYGH in Q1 2018 and held it in 13 quarters. The position peaked at $10K in Q4 2019. 37 funds tracked by Wall St. Rank hold HYGH as of Q1 2022.

Gradient Investments reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
Gradient Investments sold 61 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2022, an estimated $5K.
Gradient Investments first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2018 and held it in 13 quarters.
Gradient Investments's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $10K in Q4 2019.
37 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.