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Worth Asset Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Worth Asset 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
2023
Q4 		– Sell
-4,209
Closed -$351K – 121
2023
Q3 		$351K Buy
+4,209
New +$352K 0.28% 68

Other funds holding HYGH

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Worth Asset Management's HYGH Position: Q4 2023 in Review

Worth Asset Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2023, closing a stake of 4,209 shares — an estimated $351K sold.

Worth Asset Management first reported a position in HYGH in Q3 2023 and held it in 1 quarter. The position peaked at $351K in Q3 2023. 48 funds tracked by Wall St. Rank hold HYGH as of Q4 2023.

  • Worth Asset Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Worth Asset Management sold 4,209 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2023, an estimated $351K.
  • Worth Asset Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2023 and held it in 1 quarter.
  • Worth Asset Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $351K in Q3 2023.
  • 48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2023.

Based on Worth Asset Management's 13F filing for Q4 2023, filed 10 Jan 2024.