Optimum Investment Advisors’s Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF ESHY Stock Holding History

Optimum Investment Advisors’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
2021 Q3	–	Sell	-800	Closed	-$17K	–	937
2021 Q2	$17K	Hold	800	–	–	0.01%	689
2021 Q1	$17K	Sell	800 -1,000	-56%	-$21.1K	0.01%	699
2020 Q4	$38K	Hold	1,800	–	–	0.01%	526
2020 Q3	$36K	Hold	1,800	–	–	0.01%	502
2020 Q2	$35K	Sell	1,800 -1,000	-36%	-$19.2K	0.01%	508
2020 Q1	$50K	Hold	2,800	–	–	0.02%	429
2019 Q4	$62K	Hold	2,800	–	–	0.02%	479
2019 Q3	$61K	Sell	2,800 -1,000	-26%	-$22K	0.02%	472
2019 Q2	$84K	Hold	3,800	–	–	0.03%	408
2019 Q1	$85K	Hold	3,800	–	–	0.03%	406
2018 Q4	$81K	Hold	3,800	–	–	0.03%	383
2018 Q3	$89K	Hold	3,800	–	–	0.02%	420
2018 Q2	$86K	Hold	3,800	–	–	0.02%	423
2018 Q1	$87K	Buy	+3,800	New	+$87.7K	0.03%	432
2015 Q1	$110K	Buy	+4,500	New	+$112K	0.03%	364

Other funds holding ESHY

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Optimum Investment Advisors's ESHY Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) in Q3 2021, closing a stake of 800 shares — an estimated $17K sold.

Optimum Investment Advisors first reported a position in ESHY in Q1 2015 and held it in 15 quarters. The position peaked at $110K in Q1 2015. 13 funds tracked by Wall St. Rank hold ESHY as of Q3 2021.

Optimum Investment Advisors reported no remaining Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 800 Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF shares in Q3 2021, an estimated $17K.
Optimum Investment Advisors first reported a position in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF in Q1 2015 and held it in 15 quarters.
Optimum Investment Advisors's Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position peaked at $110K in Q1 2015.
13 funds tracked by Wall St. Rank held Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.