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Vista Investment Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Vista Investment Management’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
Q2 		– Sell
-4,780
Closed -$410K – 177
2024
Q1 		$410K Sell
4,780
-322
-6% -$27.3K 0.17% 124
2023
Q4 		$429K Sell
5,102
-312
-6% -$26K 0.2% 114
2023
Q3 		$451K Buy
5,414
+791
+17% +$66.2K 0.24% 116
2023
Q2 		$387K Sell
4,623
-2,064
-31% -$169K 0.2% 121
2023
Q1 		$554K Sell
6,687
-762
-10% -$63.1K 0.29% 108
2022
Q4 		$611K Buy
7,449
+113
+2% +$9.3K 0.35% 95
2022
Q3 		$588K Buy
+7,336
New +$602K 0.36% 87
2022
Q2 		– Sell
-2,530
Closed -$220K – 165
2022
Q1 		$220K Sell
2,530
-408
-14% -$35.2K 0.12% 155
2021
Q4 		$259K Buy
+2,938
New +$257K 0.14% 140

Other funds holding HYGH

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Vista Investment Management's HYGH Position: Q2 2024 in Review

Vista Investment Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2024, closing a stake of 4,780 shares — an estimated $410K sold.

Vista Investment Management first reported a position in HYGH in Q4 2021 and held it in 9 quarters. The position peaked at $611K in Q4 2022. 67 funds tracked by Wall St. Rank hold HYGH as of Q2 2024.

  • Vista Investment Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Vista Investment Management sold 4,780 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2024, an estimated $410K.
  • Vista Investment Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2021 and held it in 9 quarters.
  • Vista Investment Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $611K in Q4 2022.
  • 67 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2024.

Based on Vista Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.