Prudential Financial
HYGH icon

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

Prudential Financial’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
-2,934
Closed -$249K – 2748
2024
Q2 		$249K Buy
2,934
+482
+20% +$41.1K ﹤0.01% 2416
2024
Q1 		$210K Buy
+2,452
New +$208K ﹤0.01% 2457

Other funds holding HYGH

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MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $8.07B AUM 24.97% 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 $315M AUM 38.29% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
DFCM
Dark Forest Capital Management San Juan, Puerto Rico $1.13B AUM 18.74% 1-Year Est. Return

Prudential Financial's HYGH Position: Q3 2024 in Review

Prudential Financial sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q3 2024, closing a stake of 2,934 shares — an estimated $249K sold.

Prudential Financial first reported a position in HYGH in Q1 2024 and held it in 2 quarters. The position peaked at $249K in Q2 2024. 68 funds tracked by Wall St. Rank hold HYGH as of Q3 2024.

  • Prudential Financial reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Prudential Financial sold 2,934 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2024, an estimated $249K.
  • Prudential Financial first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2024 and held it in 2 quarters.
  • Prudential Financial's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $249K 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 Prudential Financial's 13F filing for Q3 2024, filed 14 Nov 2024.