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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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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 $1.55T AUM 33.47% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's HYGH Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q3 2023, closing a stake of 223 shares — an estimated $18.7K sold.

WealthPLAN Partners first reported a position in HYGH in Q1 2023 and held it in 2 quarters. The position peaked at $21.7K in Q1 2023. 44 funds tracked by Wall St. Rank hold HYGH as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 223 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2023, an estimated $18.7K.
  • WealthPLAN Partners first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $21.7K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.