Wealthspire Advisors (Maryland)’s iShares US & Intl High Yield Corp Bond ETF GHYG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-60	Closed	-$3K	–	1061
2019 Q1	$3K	Hold	60	–	–	﹤0.01%	2001
2018 Q4	$3K	Hold	60	–	–	﹤0.01%	1945
2018 Q3	$3K	Hold	60	–	–	﹤0.01%	2027
2018 Q2	$3K	Hold	60	–	–	﹤0.01%	2005
2018 Q1	$3K	Hold	60	–	–	﹤0.01%	2020
2017 Q4	$3K	Hold	60	–	–	﹤0.01%	1987
2017 Q3	$3K	Hold	60	–	–	﹤0.01%	1905
2017 Q2	$3K	Hold	60	–	–	﹤0.01%	1887
2017 Q1	$3K	Hold	60	–	–	﹤0.01%	1621
2016 Q4	$3K	Hold	60	–	–	﹤0.01%	1473
2016 Q3	$3K	Hold	60	–	–	﹤0.01%	1473
2016 Q2	$3K	Hold	60	–	–	﹤0.01%	1431
2016 Q1	$3K	Hold	60	–	–	﹤0.01%	1447
2015 Q4	$3K	Buy	+60	New	+$2.8K	﹤0.01%	1458

Other funds holding GHYG

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

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 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

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

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

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

Wealthspire Advisors (Maryland)'s GHYG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares US & Intl High Yield Corp Bond ETF (GHYG) in Q2 2019, closing a stake of 60 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in GHYG in Q4 2015 and held it in 14 quarters. The position peaked at $3K in Q1 2019. 41 funds tracked by Wall St. Rank hold GHYG as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares US & Intl High Yield Corp Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 60 iShares US & Intl High Yield Corp Bond ETF shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in iShares US & Intl High Yield Corp Bond ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s iShares US & Intl High Yield Corp Bond ETF position peaked at $3K in Q1 2019.
41 funds tracked by Wall St. Rank held iShares US & Intl High Yield Corp Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.