IWC
QHY

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

Integrated Wealth Concepts’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
Q2 		– Sell
-6,132
Closed -$274K – 1597
2023
Q1 		$274K Buy
+6,132
New +$274K 0.01% 1095

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Integrated Wealth Concepts's QHY Position: Q2 2023 in Review

Integrated Wealth Concepts sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2023, closing a stake of 6,132 shares — an estimated $274K sold.

Integrated Wealth Concepts first reported a position in QHY in Q1 2023 and held it in 1 quarter. The position peaked at $274K in Q1 2023. 49 funds tracked by Wall St. Rank hold QHY as of Q2 2023.

  • Integrated Wealth Concepts reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,132 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2023, an estimated $274K.
  • Integrated Wealth Concepts first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2023 and held it in 1 quarter.
  • Integrated Wealth Concepts's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $274K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2023.

Based on Integrated Wealth Concepts's 13F filing for Q2 2023, filed 15 Aug 2023.