Robertson Stephens Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Robertson Stephens Wealth Management’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
2023 Q4	–	Sell	-52,124	Closed	-$4.34M	–	457
2023 Q3	$4.34M	Buy	52,124 +2,223	+4%	+$186K	0.29%	72
2023 Q2	$4.18M	Sell	49,901 -457	-0.9%	-$37.5K	0.3%	76
2023 Q1	$4.17M	Buy	+50,358	New	+$4.17M	0.32%	67

Other funds holding HYGH

MWM

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Robertson Stephens Wealth Management's HYGH Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2023, closing a stake of 52,124 shares — an estimated $4.34M sold.

Robertson Stephens Wealth Management first reported a position in HYGH in Q1 2023 and held it in 3 quarters. The position peaked at $4.34M in Q3 2023. 48 funds tracked by Wall St. Rank hold HYGH as of Q4 2023.

Robertson Stephens Wealth Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 52,124 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2023, an estimated $4.34M.
Robertson Stephens Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2023 and held it in 3 quarters.
Robertson Stephens Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $4.34M in Q3 2023.
48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.