WealthPLAN Partners’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-223	Closed	-$18.7K	–	667
2023 Q2	$18.7K	Sell	223 -39	-15%	-$3.2K	﹤0.01%	695
2023 Q1	$21.7K	Buy	+262	New	+$21.7K	﹤0.01%	710

Other funds holding HYGH

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return

Bank of America

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

DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return