MWM
HYGH icon

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

Merriman 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
2023
Q4 		– Sell
-10,176
Closed -$848K – 202
2023
Q3 		$848K Buy
+10,176
New +$851K 0.04% 91

Other funds holding HYGH

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Merriman Wealth Management's HYGH Position: Q4 2023 in Review

Merriman Wealth Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2023, closing a stake of 10,176 shares — an estimated $848K sold.

Merriman Wealth Management first reported a position in HYGH in Q3 2023 and held it in 1 quarter. The position peaked at $848K in Q3 2023. 48 funds tracked by Wall St. Rank hold HYGH as of Q4 2023.

  • Merriman Wealth Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 10,176 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2023, an estimated $848K.
  • Merriman Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2023 and held it in 1 quarter.
  • Merriman Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $848K in Q3 2023.
  • 48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2023.

Based on Merriman Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.