Rathbones Group
HYGH icon

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

Rathbones 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
2024
Q2 		– Sell
-2,994
Closed -$257K – 627
2024
Q1 		$257K Hold
2,994
– – ﹤0.01% 515
2023
Q4 		$252K Hold
2,994
– – ﹤0.01% 500
2023
Q3 		$249K Buy
+2,994
New +$250K ﹤0.01% 507

Other funds holding HYGH

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Rathbones Group's HYGH Position: Q2 2024 in Review

Rathbones Group sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2024, closing a stake of 2,994 shares — an estimated $257K sold.

Rathbones Group first reported a position in HYGH in Q3 2023 and held it in 3 quarters. The position peaked at $257K in Q1 2024. 67 funds tracked by Wall St. Rank hold HYGH as of Q2 2024.

  • Rathbones Group reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Rathbones Group sold 2,994 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2024, an estimated $257K.
  • Rathbones Group first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2023 and held it in 3 quarters.
  • Rathbones Group's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $257K in Q1 2024.
  • 67 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2024.

Based on Rathbones Group's 13F filing for Q2 2024, filed 9 Aug 2024.