Heritage Wealth Management (Arizona)’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$2.47M	Buy	30,116 +14,617	+94%	+$1.2M	0.35%	50
2022 Q3	$1.24M	Buy	15,499 +2,751	+22%	+$226K	0.4%	49
2022 Q2	$1.01M	Buy	12,748 +6,880	+117%	+$576K	0.34%	55
2022 Q1	$511K	Buy	+5,868	New	+$506K	0.14%	110
2021 Q3	$394K	Buy	4,496 +504	+13%	+$44.1K	0.14%	113
2021 Q2	$352K	Buy	3,992 +750	+23%	+$65.7K	0.13%	127
2021 Q1	$285K	Buy	+3,242	New	+$282K	0.16%	109

Other funds holding HYGH

MWM

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

DAS

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

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HYGH Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 94% in Q4 2022, buying an estimated $1.2M and bringing the position to 30,116 shares worth $2.47M. The position accounts for 0.35% of the portfolio, ranked #50.

Heritage Wealth Management (Arizona) first reported a position in HYGH in Q1 2021 and has held it in 7 quarters since. 41 funds tracked by Wall St. Rank hold HYGH as of Q4 2022.

Heritage Wealth Management (Arizona) held 30,116 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $2.47M as of Q4 2022.
Heritage Wealth Management (Arizona) bought 14,617 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2022, an estimated $1.2M.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.35% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #50 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2021 and has held it in 7 quarters since.
41 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.