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Retirement Capital Strategies’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Retirement Capital Strategies’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
2022
Q3 		– Sell
-142,169
Closed -$11.3M – 57
2022
Q2 		$11.3M Sell
142,169
-16,401
-10% -$1.37M 5.07% 7
2022
Q1 		$13.6M Buy
+158,570
New +$13.7M 5.44% 6

Other funds holding HYGH

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Retirement Capital Strategies's HYGH Position: Q3 2022 in Review

Retirement Capital Strategies sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q3 2022, closing a stake of 142,169 shares — an estimated $11.3M sold.

Retirement Capital Strategies first reported a position in HYGH in Q1 2022 and held it in 2 quarters. The position peaked at $13.6M in Q1 2022. 32 funds tracked by Wall St. Rank hold HYGH as of Q3 2022.

  • Retirement Capital Strategies reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Retirement Capital Strategies sold 142,169 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2022, an estimated $11.3M.
  • Retirement Capital Strategies first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2022 and held it in 2 quarters.
  • Retirement Capital Strategies's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $13.6M in Q1 2022.
  • 32 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2022.

Based on Retirement Capital Strategies's 13F filing for Q3 2022, filed 10 Nov 2022.