Western Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-5,874
Closed -$528K 411
2019
Q1
$528K Sell
5,874
-3,161
-35% -$280K 0.12% 197
2018
Q4
$767K Buy
+9,035
New +$807K 0.21% 122

Other funds holding HYGH

Western Wealth Management's HYGH Position: Q2 2019 in Review

Western Wealth Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2019, closing a stake of 5,874 shares — an estimated $528K sold.

Western Wealth Management first reported a position in HYGH in Q4 2018 and held it in 2 quarters. The position peaked at $767K in Q4 2018. 49 funds tracked by Wall St. Rank hold HYGH as of Q2 2019.

  • Western Wealth Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Western Wealth Management sold 5,874 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2019, an estimated $528K.
  • Western Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2018 and held it in 2 quarters.
  • Western Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $767K in Q4 2018.
  • 49 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2019.

Based on Western Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.