Next Financial Group’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Next Financial Group’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
2021 Q4	$79K	Buy	899 +94	+12%	+$8.23K	0.01%	1283
2021 Q3	$71K	Buy	805 +63	+8%	+$5.52K	0.01%	1264
2021 Q2	$65K	Buy	742 +216	+41%	+$18.9K	0.01%	1283
2021 Q1	$46K	Buy	526 +48	+10%	+$4.17K	﹤0.01%	1311
2020 Q4	$41K	Buy	478 +49	+11%	+$4.15K	﹤0.01%	1268
2020 Q3	$36K	Buy	+429	New	+$35.6K	﹤0.01%	1200
2020 Q2	–	Sell	-1,423	Closed	-$109K	–	1161
2020 Q1	$109K	Buy	1,423 +1,135	+394%	+$96.5K	0.01%	735
2019 Q4	$26K	Sell	288 -46	-14%	-$4.07K	﹤0.01%	1429
2019 Q3	$29K	Sell	334 -828	-71%	-$72.9K	﹤0.01%	1311
2019 Q2	$103K	Buy	1,162 +1,126	+3,128%	+$100K	0.01%	903
2019 Q1	$3K	Sell	36 -5,662	-99%	-$502K	﹤0.01%	1374
2018 Q4	$483K	Buy	5,698 +5,662	+15,728%	+$506K	0.1%	225
2018 Q3	$3K	Buy	+36	New	+$3.3K	﹤0.01%	1251

Other funds holding HYGH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Next Financial Group's HYGH Position: Q4 2021 in Review

Next Financial Group increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 12% in Q4 2021, buying an estimated $8.23K and bringing the position to 899 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #1283.

Next Financial Group first reported a position in HYGH in Q3 2018 and has held it in 13 quarters since. The position peaked at $483K in Q4 2018. 35 funds tracked by Wall St. Rank hold HYGH as of Q4 2021.

Next Financial Group held 899 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $79K as of Q4 2021.
Next Financial Group bought 94 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2021, an estimated $8.23K.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1283 holding.
Next Financial Group first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2018 and has held it in 13 quarters since.
Next Financial Group's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $483K in Q4 2018.
35 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.