SHJ
HYGH icon

Sharkey, Howes & Javer’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Sharkey, Howes & Javer’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
2024
Q3 		– Sell
-17,004
Closed -$1.45M – 146
2024
Q2 		$1.45M Hold
17,004
– – 0.23% 57
2024
Q1 		$1.46M Hold
17,004
– – 0.24% 56
2023
Q4 		$1.43M Buy
+17,004
New +$1.42M 0.25% 52

Other funds holding HYGH

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $315M AUM 38.29% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
DFCM
Dark Forest Capital Management San Juan, Puerto Rico $1.13B AUM 18.74% 1-Year Est. Return

Sharkey, Howes & Javer's HYGH Position: Q3 2024 in Review

Sharkey, Howes & Javer sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q3 2024, closing a stake of 17,004 shares — an estimated $1.45M sold.

Sharkey, Howes & Javer first reported a position in HYGH in Q4 2023 and held it in 3 quarters. The position peaked at $1.46M in Q1 2024. 68 funds tracked by Wall St. Rank hold HYGH as of Q3 2024.

  • Sharkey, Howes & Javer reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 17,004 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2024, an estimated $1.45M.
  • Sharkey, Howes & Javer first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2023 and held it in 3 quarters.
  • Sharkey, Howes & Javer's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $1.46M in Q1 2024.
  • 68 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2024, filed 21 Oct 2024.