Raymond James Financial Services Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Raymond James Financial Services Advisors’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	$4.44M	Buy	51,526 +24,425	+90%	+$2.08M	0.01%	1286
2024 Q2	$2.3M	Buy	+27,101	New	+$2.31M	﹤0.01%	1580
2016 Q3	–	Sell	-3,695	Closed	-$313K	–	2342
2016 Q2	$313K	Hold	3,695	–	–	﹤0.01%	1700
2016 Q1	$305K	Buy	+3,695	New	+$298K	﹤0.01%	1539

Other funds holding HYGH

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

DFCM

Dark Forest Capital Management San Juan, Puerto Rico $1.13B AUM 18.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial Services Advisors's HYGH Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 90% in Q3 2024, buying an estimated $2.08M and bringing the position to 51,526 shares worth $4.44M. The position accounts for 0.01% of the portfolio, ranked #1286.

Raymond James Financial Services Advisors first reported a position in HYGH in Q1 2016 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold HYGH as of Q3 2024.

Raymond James Financial Services Advisors held 51,526 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $4.44M as of Q3 2024.
Raymond James Financial Services Advisors bought 24,425 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2024, an estimated $2.08M.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1286 holding.
Raymond James Financial Services Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2016 and has held it in 4 quarters since.
68 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.