SSWM
ESHY

Sheets Smith Wealth Management’s Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF ESHY Stock Holding History

Sheets Smith Wealth Management’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
2023
Q4 		– Sell
-4,116
Closed -$73.1K – 523
2023
Q3 		$73.1K Buy
+4,116
New +$74K 0.01% 368

Other funds holding ESHY

GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sheets Smith Wealth Management's ESHY Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) in Q4 2023, closing a stake of 4,116 shares — an estimated $73.1K sold.

Sheets Smith Wealth Management first reported a position in ESHY in Q3 2023 and held it in 1 quarter. The position peaked at $73.1K in Q3 2023. 14 funds tracked by Wall St. Rank hold ESHY as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 4,116 Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $73.1K.
  • Sheets Smith Wealth Management first reported a position in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position peaked at $73.1K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF as of Q4 2023.

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