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Tidal Investments’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Tidal Investments’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
2024
Q1 		– Sell
-69,791
Closed -$5.87M – 1695
2023
Q4 		$5.87M Buy
+69,791
New +$5.81M 0.14% 124

Other funds holding HYGH

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tidal Investments's HYGH Position: Q1 2024 in Review

Tidal Investments sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2024, closing a stake of 69,791 shares — an estimated $5.87M sold.

Tidal Investments first reported a position in HYGH in Q4 2023 and held it in 1 quarter. The position peaked at $5.87M in Q4 2023. 57 funds tracked by Wall St. Rank hold HYGH as of Q1 2024.

  • Tidal Investments reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tidal Investments sold 69,791 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2024, an estimated $5.87M.
  • Tidal Investments first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2023 and held it in 1 quarter.
  • Tidal Investments's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $5.87M in Q4 2023.
  • 57 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2024.

Based on Tidal Investments's 13F filing for Q1 2024, filed 16 May 2024.