Hefty Wealth Partners’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Hefty Wealth Partners’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
2016 Q3	–	Sell	-13,970	Closed	-$1.18M	–	248
2016 Q2	$1.18M	Buy	13,970 +779	+6%	+$65.5K	0.98%	35
2016 Q1	$1.09M	Buy	13,191 +1,421	+12%	+$115K	1.02%	34
2015 Q4	$977K	Buy	+11,770	New	+$1M	0.93%	36

Other funds holding HYGH

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Hefty Wealth Partners's HYGH Position: Q3 2016 in Review

Hefty Wealth Partners sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q3 2016, closing a stake of 13,970 shares — an estimated $1.18M sold.

Hefty Wealth Partners first reported a position in HYGH in Q4 2015 and held it in 3 quarters. The position peaked at $1.18M in Q2 2016. 17 funds tracked by Wall St. Rank hold HYGH as of Q3 2016.

Hefty Wealth Partners reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q3 2016 after selling out during the quarter.
Hefty Wealth Partners sold 13,970 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2016, an estimated $1.18M.
Hefty Wealth Partners first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2015 and held it in 3 quarters.
Hefty Wealth Partners's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $1.18M in Q2 2016.
17 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2016.

Based on Hefty Wealth Partners's 13F filing for Q3 2016, filed 5 Oct 2016.