KFG Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

KFG Wealth 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
2024 Q3	–	Sell	-61,367	Closed	-$5.22M	–	184
2024 Q2	$5.22M	Buy	61,367 +3,863	+7%	+$329K	2.07%	13
2024 Q1	$4.93M	Sell	57,504 -511	-0.9%	-$43.4K	2.03%	10
2023 Q4	$4.88M	Buy	58,015 +5,588	+11%	+$465K	2.22%	13
2023 Q3	$4.37M	Sell	52,427 -313	-0.6%	-$26.2K	2.37%	11
2023 Q2	$4.42M	Buy	52,740 +1,412	+3%	+$116K	2.58%	11
2023 Q1	$4.23M	Buy	51,328 +2,504	+5%	+$207K	2.93%	9
2022 Q4	$4M	Buy	+48,824	New	+$4.02M	4.1%	6

Other funds holding HYGH

MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $315M AUM 38.29% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $286M AUM 31.14% 1-Year Est. Return

Dark Forest Capital Management San Juan, Puerto Rico $1.13B AUM 18.74% 1-Year Est. Return