Trail Ridge Investment Advisors’s iShares US & Intl High Yield Corp Bond ETF GHYG Stock Holding History

Trail Ridge Investment Advisors’s Portfolio GHYG Stock Details GHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-6,600	Closed	-$268K	–	133
2022 Q2	$268K	Sell	6,600 -11,175	-63%	-$484K	0.18%	128
2022 Q1	$820K	Buy	17,775 +100	+0.6%	+$4.72K	0.5%	58
2021 Q4	$871K	Buy	+17,675	New	+$872K	0.52%	56

Other funds holding GHYG

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

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

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $314M AUM 19.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trail Ridge Investment Advisors's GHYG Position: Q3 2022 in Review

Trail Ridge Investment Advisors sold out of iShares US & Intl High Yield Corp Bond ETF (GHYG) in Q3 2022, closing a stake of 6,600 shares — an estimated $268K sold.

Trail Ridge Investment Advisors first reported a position in GHYG in Q4 2021 and held it in 3 quarters. The position peaked at $871K in Q4 2021. 30 funds tracked by Wall St. Rank hold GHYG as of Q3 2022.

Trail Ridge Investment Advisors reported no remaining iShares US & Intl High Yield Corp Bond ETF position as of Q3 2022 after selling out during the quarter.
Trail Ridge Investment Advisors sold 6,600 iShares US & Intl High Yield Corp Bond ETF shares in Q3 2022, an estimated $268K.
Trail Ridge Investment Advisors first reported a position in iShares US & Intl High Yield Corp Bond ETF in Q4 2021 and held it in 3 quarters.
Trail Ridge Investment Advisors's iShares US & Intl High Yield Corp Bond ETF position peaked at $871K in Q4 2021.
30 funds tracked by Wall St. Rank held iShares US & Intl High Yield Corp Bond ETF as of Q3 2022.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.