RMR Wealth Builders’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

RMR Wealth Builders’s Portfolio QHY Stock Details QHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,053	Closed	-$55K	–	737
2021 Q1	$55K	Buy	+1,053	New	+$55K	0.01%	353

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JFS

JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RMR Wealth Builders's QHY Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2021, closing a stake of 1,053 shares — an estimated $55K sold.

RMR Wealth Builders first reported a position in QHY in Q1 2021 and held it in 1 quarter. The position peaked at $55K in Q1 2021. 37 funds tracked by Wall St. Rank hold QHY as of Q2 2021.

RMR Wealth Builders reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 1,053 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2021, an estimated $55K.
RMR Wealth Builders first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $55K in Q1 2021.
37 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.