ICA Group Wealth Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

ICA Group Wealth Management’s Portfolio QHY Stock Details QHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-425	Closed	-$19.3K	–	1355
2024 Q1	$19.3K	Hold	425	–	–	﹤0.01%	764
2023 Q4	$19.3K	Buy	+425	New	+$18.6K	﹤0.01%	732
2023 Q3	–	Sell	-425	Closed	-$18.8K	–	1280
2023 Q2	$18.8K	Hold	425	–	–	﹤0.01%	708
2023 Q1	$19K	Hold	425	–	–	﹤0.01%	678
2022 Q4	$18.7K	Buy	+425	New	+$18.8K	﹤0.01%	698

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

ICA Group Wealth Management's QHY Position: Q2 2024 in Review

ICA Group Wealth Management sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2024, closing a stake of 425 shares — an estimated $19.3K sold.

ICA Group Wealth Management first reported a position in QHY in Q4 2022 and held it in 5 quarters. The position peaked at $19.3K in Q4 2023. 52 funds tracked by Wall St. Rank hold QHY as of Q2 2024.

ICA Group Wealth Management reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 425 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2024, an estimated $19.3K.
ICA Group Wealth Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $19.3K in Q4 2023.
52 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.