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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

AWS

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

DFCM

Dark Forest Capital Management San Juan, Puerto Rico $1.55B AUM 23.63% 1-Year Est. Return

KFG Wealth Management's HYGH Position: Q3 2024 in Review

KFG Wealth Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q3 2024, closing a stake of 61,367 shares — an estimated $5.22M sold.

KFG Wealth Management first reported a position in HYGH in Q4 2022 and held it in 7 quarters. The position peaked at $5.22M in Q2 2024. 68 funds tracked by Wall St. Rank hold HYGH as of Q3 2024.

KFG Wealth Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
KFG Wealth Management sold 61,367 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2024, an estimated $5.22M.
KFG Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2022 and held it in 7 quarters.
KFG Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $5.22M in Q2 2024.
68 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2024.

Based on KFG Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.