Zullo Investment Group’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,000
Closed -$21.2K 762
2022
Q4
$21.2K Hold
1,000
0.01% 387
2022
Q3
$21K Hold
1,000
0.01% 390
2022
Q2
$21K Hold
1,000
0.01% 399
2022
Q1
$23K Sell
1,000
-1,000
-50% -$23.9K 0.01% 407
2021
Q4
$50K Buy
+2,000
New +$49.9K 0.03% 307

Zullo Investment Group's HYLV Position: Q1 2023 in Review

Zullo Investment Group sold out of IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q1 2023, closing a stake of 1,000 shares — an estimated $21.2K sold.

Zullo Investment Group first reported a position in HYLV in Q4 2021 and held it in 5 quarters. The position peaked at $50K in Q4 2021. 0 funds tracked by Wall St. Rank hold HYLV as of Q1 2023.

  • Zullo Investment Group reported no remaining IQ S&P High Yield Low Volatility Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1,000 IQ S&P High Yield Low Volatility Bond ETF shares in Q1 2023, an estimated $21.2K.
  • Zullo Investment Group first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's IQ S&P High Yield Low Volatility Bond ETF position peaked at $50K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.