Institutional & Family Asset Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Institutional & Family Asset Management’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
2018 Q4	–	Sell	-135	Closed	-$12K	–	850
2018 Q3	$12K	Hold	135	–	–	﹤0.01%	508
2018 Q2	$12K	Hold	135	–	–	﹤0.01%	497
2018 Q1	$12K	Buy	+135	New	+$12.3K	﹤0.01%	474

Other funds holding HYGH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Institutional & Family Asset Management's HYGH Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2018, closing a stake of 135 shares — an estimated $12K sold.

Institutional & Family Asset Management first reported a position in HYGH in Q1 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 48 funds tracked by Wall St. Rank hold HYGH as of Q4 2018.

Institutional & Family Asset Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2018 after selling out during the quarter.
Institutional & Family Asset Management sold 135 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2018, an estimated $12K.
Institutional & Family Asset Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2018 and held it in 3 quarters.
Institutional & Family Asset Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $12K in Q3 2018.
48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.