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JFS Wealth Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

JFS Wealth Advisors’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
2022
Q1 		– Sell
-584
Closed -$51K – 1888
2021
Q4 		$51K Buy
+584
New +$51.2K ﹤0.01% 415

Other funds holding HYGH

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

JFS Wealth Advisors's HYGH Position: Q1 2022 in Review

JFS Wealth Advisors sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2022, closing a stake of 584 shares — an estimated $51K sold.

JFS Wealth Advisors first reported a position in HYGH in Q4 2021 and held it in 1 quarter. The position peaked at $51K in Q4 2021. 37 funds tracked by Wall St. Rank hold HYGH as of Q1 2022.

  • JFS Wealth Advisors reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 584 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2022, an estimated $51K.
  • JFS Wealth Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2021 and held it in 1 quarter.
  • JFS Wealth Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $51K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.