Selective Wealth Management’s iShares US & Intl High Yield Corp Bond ETF GHYG Stock Holding History

Selective Wealth Management’s Portfolio GHYG Stock Details GHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-19	Closed	-$1K	–	348
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	722
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	719
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	682
2021 Q4	$1K	Buy	+19	New	+$937	﹤0.01%	630

Other funds holding GHYG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $314M AUM 19.44% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Selective Wealth Management's GHYG Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares US & Intl High Yield Corp Bond ETF (GHYG) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in GHYG in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 31 funds tracked by Wall St. Rank hold GHYG as of Q4 2022.

Selective Wealth Management reported no remaining iShares US & Intl High Yield Corp Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 19 iShares US & Intl High Yield Corp Bond ETF shares in Q4 2022, an estimated $1K.
Selective Wealth Management first reported a position in iShares US & Intl High Yield Corp Bond ETF in Q4 2021 and held it in 4 quarters.
Selective Wealth Management's iShares US & Intl High Yield Corp Bond ETF position peaked at $1K in Q3 2022.
31 funds tracked by Wall St. Rank held iShares US & Intl High Yield Corp Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.