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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 $659M AUM 41.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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 $2.07B AUM 4.33% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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.