LPL Financial
ESHY

LPL Financial’s Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF ESHY Stock Holding History

LPL Financial’s Portfolio ESHY Stock Details ESHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,907
Closed -$427K – 5067
2023
Q4 		$427K Buy
22,907
+4,131
+22% +$74.1K ﹤0.01% 3785
2023
Q3 		$333K Sell
18,776
-11,463
-38% -$206K ﹤0.01% 3833
2023
Q2 		$548K Buy
30,239
+1,662
+6% +$29.9K ﹤0.01% 3363
2023
Q1 		$520K Buy
28,577
+2,395
+9% +$43.3K ﹤0.01% 3291
2022
Q4 		$464K Buy
26,182
+744
+3% +$13.2K ﹤0.01% 3319
2022
Q3 		$442K Sell
25,438
-1,902
-7% -$34.7K ﹤0.01% 3268
2022
Q2 		$486K Buy
27,340
+889
+3% +$16.7K ﹤0.01% 3232
2022
Q1 		$527K Sell
26,451
-2,891
-10% -$58.4K ﹤0.01% 3158
2021
Q4 		$617K Buy
29,342
+7,726
+36% +$162K ﹤0.01% 3093
2021
Q3 		$459K Buy
21,616
+2,573
+14% +$54.7K ﹤0.01% 3300
2021
Q2 		$406K Buy
19,043
+6,853
+56% +$145K ﹤0.01% 3336
2021
Q1 		$258K Buy
+12,190
New +$258K ﹤0.01% 3582
2020
Q3 		– Sell
-11,215
Closed -$221K – 3652
2020
Q2 		$221K Sell
11,215
-83,403
-88% -$1.6M ﹤0.01% 3064
2020
Q1 		$1.7M Buy
94,618
+24,175
+34% +$503K ﹤0.01% 1293
2019
Q4 		$1.56M Buy
+70,443
New +$1.55M ﹤0.01% 1535

Other funds holding ESHY

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

LPL Financial's ESHY Position: Q1 2024 in Review

LPL Financial sold out of Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) in Q1 2024, closing a stake of 22,907 shares — an estimated $427K sold.

LPL Financial first reported a position in ESHY in Q4 2019 and held it in 15 quarters. The position peaked at $1.7M in Q1 2020. 2 funds tracked by Wall St. Rank hold ESHY as of Q1 2024.

  • LPL Financial reported no remaining Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 22,907 Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $427K.
  • LPL Financial first reported a position in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF in Q4 2019 and held it in 15 quarters.
  • LPL Financial's Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position peaked at $1.7M in Q1 2020.
  • 2 funds tracked by Wall St. Rank held Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.