Integrated Wealth Management (Palm Desert)’s VanEck International High Yield Bond ETF IHY Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio IHY Stock Details IHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-43	Closed	-$1K	–	601
2016 Q3	$1K	Sell	43 -117	-73%	-$2.85K	﹤0.01%	1151
2016 Q2	$4K	Sell	160 -926	-85%	-$22.1K	﹤0.01%	960
2016 Q1	$26K	Buy	1,086 +14	+1%	+$315	0.01%	501
2015 Q4	$24K	Buy	1,072 +113	+12%	+$2.63K	0.01%	544
2015 Q3	$22K	Buy	959 +12	+1%	+$288	0.01%	551
2015 Q2	$23K	Buy	947 +12	+1%	+$297	0.01%	567
2015 Q1	$22K	Buy	+935	New	+$22.7K	0.01%	542

Other funds holding IHY

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IHY Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of VanEck International High Yield Bond ETF (IHY) in Q4 2016, closing a stake of 43 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IHY in Q1 2015 and held it in 7 quarters. The position peaked at $26K in Q1 2016. 35 funds tracked by Wall St. Rank hold IHY as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining VanEck International High Yield Bond ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 43 VanEck International High Yield Bond ETF shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in VanEck International High Yield Bond ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s VanEck International High Yield Bond ETF position peaked at $26K in Q1 2016.
35 funds tracked by Wall St. Rank held VanEck International High Yield Bond ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.