Sowell Financial Services’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Sowell Financial Services’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
2022 Q2	–	Sell	-32,445	Closed	-$1.4M	–	309
2022 Q1	$1.4M	Buy	+32,445	New	+$2.8M	0.24%	69
2021 Q2	–	Sell	-3,885	Closed	-$340K	–	1508
2021 Q1	$340K	Buy	3,885 +1	+0%	+$87	0.01%	790
2020 Q4	$335K	Buy	3,884 +3,537	+1,019%	+$300K	0.01%	651
2020 Q3	$29K	Sell	347 -4,308	-93%	-$357K	﹤0.01%	1395
2020 Q2	$374K	Buy	4,655 +4,308	+1,241%	+$343K	0.02%	535
2020 Q1	$27K	Buy	347 +67	+24%	+$5.7K	﹤0.01%	1282
2019 Q4	$25K	Sell	280 -314	-53%	-$27.7K	﹤0.01%	1352
2019 Q3	$52K	Buy	+594	New	+$52.3K	﹤0.01%	982

Other funds holding HYGH

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

MWM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Sowell Financial Services's HYGH Position: Q2 2022 in Review

Sowell Financial Services sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2022, closing a stake of 32,445 shares — an estimated $1.4M sold.

Sowell Financial Services first reported a position in HYGH in Q3 2019 and held it in 8 quarters. The position peaked at $1.4M in Q1 2022. 34 funds tracked by Wall St. Rank hold HYGH as of Q2 2022.

Sowell Financial Services reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
Sowell Financial Services sold 32,445 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2022, an estimated $1.4M.
Sowell Financial Services first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $1.4M in Q1 2022.
34 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2022.

Based on Sowell Financial Services's 13F filing for Q2 2022, filed 15 Aug 2022.