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Gupta Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Gupta Wealth Management’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
2015
Q4 		– Sell
-209
Closed -$18K – 1301
2015
Q3 		$18K Buy
+209
New +$18.7K ﹤0.01% 716

Other funds holding HYGH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
HWP
Hefty Wealth Partners Auburn, Indiana $155M AUM 7.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gupta Wealth Management's HYGH Position: Q4 2015 in Review

Gupta Wealth Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2015, closing a stake of 209 shares — an estimated $18K sold.

Gupta Wealth Management first reported a position in HYGH in Q3 2015 and held it in 1 quarter. The position peaked at $18K in Q3 2015. 17 funds tracked by Wall St. Rank hold HYGH as of Q4 2015.

  • Gupta Wealth Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 209 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2015, an estimated $18K.
  • Gupta Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $18K in Q3 2015.
  • 17 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.