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a16z Perennial Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

a16z Perennial 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
2025
Q1 		– Sell
-21,915
Closed -$1.89M – 55
2024
Q4 		$1.89M Hold
21,915
– – 0.21% 21
2024
Q3 		$1.89M Buy
21,915
+2,967
+16% +$252K 0.22% 25
2024
Q2 		$1.61M Buy
+18,948
New +$1.61M 0.15% 22

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

a16z Perennial Management's HYGH Position: Q1 2025 in Review

a16z Perennial Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2025, closing a stake of 21,915 shares — an estimated $1.89M sold.

a16z Perennial Management first reported a position in HYGH in Q2 2024 and held it in 3 quarters. The position peaked at $1.89M in Q4 2024. 89 funds tracked by Wall St. Rank hold HYGH as of Q1 2025.

  • a16z Perennial Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • a16z Perennial Management sold 21,915 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2025, an estimated $1.89M.
  • a16z Perennial Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2024 and held it in 3 quarters.
  • a16z Perennial Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $1.89M in Q4 2024.
  • 89 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2025.

Based on a16z Perennial Management's 13F filing for Q1 2025, filed 6 May 2025.