Symphony Financial’s VanEck International High Yield Bond ETF IHY Stock Holding History

Symphony Financial’s Portfolio IHY Stock Details IHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-111,482	Closed	-$3.66M	–	208
2021 Q4	$3.66M	Buy	111,482 +2,589	+2%	+$62.9K	1.02%	23
2021 Q3	$3.6M	Buy	+108,893	New	+$2.77M	1.26%	19
2021 Q2	–	Sell	-121,717	Closed	-$3.9M	–	177
2021 Q1	$3.9M	Buy	121,717 +23,688	+24%	+$611K	1.03%	20
2020 Q4	$3.14M	Buy	98,029 +31,313	+47%	+$786K	1.13%	20
2020 Q3	$1.98M	Buy	+66,716	New	+$1.63M	0.81%	31

Other funds holding IHY

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

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

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Symphony Financial's IHY Position: Q1 2022 in Review

Symphony Financial sold out of VanEck International High Yield Bond ETF (IHY) in Q1 2022, closing a stake of 111,482 shares — an estimated $3.66M sold.

Symphony Financial first reported a position in IHY in Q3 2020 and held it in 5 quarters. The position peaked at $3.9M in Q1 2021. 35 funds tracked by Wall St. Rank hold IHY as of Q1 2022.

Symphony Financial reported no remaining VanEck International High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
Symphony Financial sold 111,482 VanEck International High Yield Bond ETF shares in Q1 2022, an estimated $3.66M.
Symphony Financial first reported a position in VanEck International High Yield Bond ETF in Q3 2020 and held it in 5 quarters.
Symphony Financial's VanEck International High Yield Bond ETF position peaked at $3.9M in Q1 2021.
35 funds tracked by Wall St. Rank held VanEck International High Yield Bond ETF as of Q1 2022.

Based on Symphony Financial's 13F filing for Q1 2022, filed 13 May 2022.