IWM
QHY

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

IHT 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
2023
Q4 		– Sell
-8,128
Closed -$351K – 1038
2023
Q3 		$351K Buy
+8,128
New +$358K 0.02% 668

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IHT Wealth Management's QHY Position: Q4 2023 in Review

IHT Wealth Management sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q4 2023, closing a stake of 8,128 shares — an estimated $351K sold.

IHT Wealth Management first reported a position in QHY in Q3 2023 and held it in 1 quarter. The position peaked at $351K in Q3 2023. 59 funds tracked by Wall St. Rank hold QHY as of Q4 2023.

  • IHT Wealth Management reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • IHT Wealth Management sold 8,128 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q4 2023, an estimated $351K.
  • IHT Wealth Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q3 2023 and held it in 1 quarter.
  • IHT Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $351K in Q3 2023.
  • 59 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.