RG
ESHY

Retirement Group’s Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF ESHY Stock Holding History

Retirement Group’s Portfolio ESHY Stock Details ESHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$226K Buy
1,963
+6
+0.3% +$111 0.08% 103
2023
Q4 		$205K Buy
1,957
+13
+0.7% +$233 0.08% 102
2023
Q3 		$183K Buy
1,944
+260
+15% +$4.68K 0.08% 109
2023
Q2 		$164K Sell
1,684
-50
-3% -$901 0.07% 112
2023
Q1 		$157K Buy
1,734
+9
+0.5% +$163 0.07% 106
2022
Q4 		$146K Buy
1,725
+1,038
+151% +$18.5K 0.07% 101
2022
Q3 		$55K Sell
687
-963
-58% -$17.6K 0.04% 113
2022
Q2 		$138K Sell
1,650
-394
-19% -$7.41K 0.06% 126
2022
Q1 		$207K Buy
2,044
+5
+0.2% +$101 0.08% 115
2021
Q4 		$220K Sell
2,039
-458
-18% -$9.63K 0.1% 112
2021
Q3 		$246K Buy
2,497
+1,997
+399% +$42.5K 0.11% 102
2021
Q2 		$11K Hold
500
– – 0.01% 401
2021
Q1 		$11K Hold
500
– – 0.01% 465
2020
Q4 		$10K Hold
500
– – ﹤0.01% 435
2020
Q3 		$10K Hold
500
– – 0.01% 421
2020
Q2 		$10K Buy
+500
New +$9.62K 0.01% 390

Other funds holding ESHY

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Retirement Group's ESHY Position: Q1 2024 in Review

Retirement Group increased its Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) stake by 0.31% in Q1 2024, buying an estimated $111 and bringing the position to 1,963 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #103.

Retirement Group first reported a position in ESHY in Q2 2020 and has held it in 16 quarters since. The position peaked at $246K in Q3 2021. 2 funds tracked by Wall St. Rank hold ESHY as of Q1 2024.

  • Retirement Group held 1,963 shares of Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF worth $226K as of Q1 2024.
  • Retirement Group bought 6 Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $111.
  • Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF made up 0.08% of Retirement Group's portfolio in Q1 2024, its #103 holding.
  • Retirement Group first reported a position in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • Retirement Group's Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position peaked at $246K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.