Institute for Wealth Management’s iShares US & Intl High Yield Corp Bond ETF GHYG Stock Holding History

Institute for Wealth Management’s Portfolio GHYG Stock Details GHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-385	Closed	-$19K	–	493
2019 Q4	$19K	Buy	+385	New	+$18.9K	﹤0.01%	566
2015 Q3	–	Sell	-11,105	Closed	-$550K	–	29
2015 Q2	$550K	Buy	11,105 +2,267	+26%	+$114K	0.71%	30
2015 Q1	$437K	Sell	8,838 -1,396	-14%	-$69.7K	0.48%	25
2014 Q4	$509K	Buy	+10,234	New	+$524K	0.54%	25

Other funds holding GHYG

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Institute for Wealth Management's GHYG Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares US & Intl High Yield Corp Bond ETF (GHYG) in Q1 2020, closing a stake of 385 shares — an estimated $19K sold.

Institute for Wealth Management first reported a position in GHYG in Q4 2014 and held it in 4 quarters. The position peaked at $550K in Q2 2015. 36 funds tracked by Wall St. Rank hold GHYG as of Q1 2020.

Institute for Wealth Management reported no remaining iShares US & Intl High Yield Corp Bond ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 385 iShares US & Intl High Yield Corp Bond ETF shares in Q1 2020, an estimated $19K.
Institute for Wealth Management first reported a position in iShares US & Intl High Yield Corp Bond ETF in Q4 2014 and held it in 4 quarters.
Institute for Wealth Management's iShares US & Intl High Yield Corp Bond ETF position peaked at $550K in Q2 2015.
36 funds tracked by Wall St. Rank held iShares US & Intl High Yield Corp Bond ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.