TFA
HYLV

Teamwork Financial Advisors’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

Teamwork Financial Advisors’s Portfolio HYLV Stock Details HYLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-22,175
Closed -$549K – 209
2020
Q3 		$549K Sell
22,175
-7,000
-24% -$175K 0.17% 108
2020
Q2 		$707K Buy
+29,175
New +$705K 0.25% 88

Other funds holding HYLV

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Teamwork Financial Advisors's HYLV Position: Q4 2020 in Review

Teamwork Financial Advisors sold out of IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q4 2020, closing a stake of 22,175 shares — an estimated $549K sold.

Teamwork Financial Advisors first reported a position in HYLV in Q2 2020 and held it in 2 quarters. The position peaked at $707K in Q2 2020. 30 funds tracked by Wall St. Rank hold HYLV as of Q4 2020.

  • Teamwork Financial Advisors reported no remaining IQ S&P High Yield Low Volatility Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Teamwork Financial Advisors sold 22,175 IQ S&P High Yield Low Volatility Bond ETF shares in Q4 2020, an estimated $549K.
  • Teamwork Financial Advisors first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q2 2020 and held it in 2 quarters.
  • Teamwork Financial Advisors's IQ S&P High Yield Low Volatility Bond ETF position peaked at $707K in Q2 2020.
  • 30 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q4 2020.

Based on Teamwork Financial Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.