Summit Wealth & Retirement Planning’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Summit Wealth & Retirement Planning’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
2020 Q1	–	Sell	-10,101	Closed	-$905K	–	121
2019 Q4	$905K	Sell	10,101 -150	-1%	-$13.3K	0.4%	51
2019 Q3	$904K	Hold	10,251	–	–	0.55%	44
2019 Q2	$909K	Sell	10,251 -1,440	-12%	-$128K	0.53%	47
2019 Q1	$1.05M	Hold	11,691	–	–	0.62%	41
2018 Q4	$991K	Buy	+11,691	New	+$1.04M	0.75%	32

Other funds holding HYGH

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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Summit Wealth & Retirement Planning's HYGH Position: Q1 2020 in Review

Summit Wealth & Retirement Planning sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2020, closing a stake of 10,101 shares — an estimated $905K sold.

Summit Wealth & Retirement Planning first reported a position in HYGH in Q4 2018 and held it in 5 quarters. The position peaked at $1.05M in Q1 2019. 30 funds tracked by Wall St. Rank hold HYGH as of Q1 2020.

Summit Wealth & Retirement Planning reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 10,101 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2020, an estimated $905K.
Summit Wealth & Retirement Planning first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2018 and held it in 5 quarters.
Summit Wealth & Retirement Planning's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $1.05M in Q1 2019.
30 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2020, filed 11 May 2020.