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

Spire 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
2022
Q2 		– Sell
-227
Closed -$20K – 2745
2022
Q1 		$20K Buy
+227
New +$19.6K ﹤0.01% 1812

Other funds holding HYGH

CW
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
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
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Spire Wealth Management's HYGH Position: Q2 2022 in Review

Spire Wealth Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2022, closing a stake of 227 shares — an estimated $20K sold.

Spire Wealth Management first reported a position in HYGH in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 34 funds tracked by Wall St. Rank hold HYGH as of Q2 2022.

  • Spire Wealth Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 227 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2022, an estimated $20K.
  • Spire Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2022 and held it in 1 quarter.
  • Spire Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $20K 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 Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.