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Advisory Alpha’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Advisory Alpha’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
2026
Q1 		$210K Buy
2,447
+22
+0.9% +$1.9K 0.01% 522
2025
Q4 		$209K Sell
2,425
-74
-3% -$6.37K 0.01% 492
2025
Q3 		$216K Buy
2,499
+42
+2% +$3.63K 0.01% 492
2025
Q2 		$213K Buy
2,457
+44
+2% +$3.73K 0.01% 459
2025
Q1 		$206K Sell
2,413
-183
-7% -$15.8K 0.01% 438
2024
Q4 		$224K Buy
2,596
+19
+0.7% +$1.64K 0.01% 402
2024
Q3 		$222K Buy
2,577
+49
+2% +$4.17K 0.01% 385
2024
Q2 		$215K Buy
2,528
+18
+0.7% +$1.53K 0.01% 365
2024
Q1 		$215K Sell
2,510
-70
-3% -$5.94K 0.01% 364
2023
Q4 		$217K Sell
2,580
-533
-17% -$44.4K 0.01% 321
2023
Q3 		$259K Buy
3,113
+11
+0.4% +$920 0.01% 256
2023
Q2 		$260K Buy
+3,102
New +$255K 0.01% 273

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Advisory Alpha's HYGH Position: Q1 2026 in Review

Advisory Alpha increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 0.91% in Q1 2026, buying an estimated $1.9K and bringing the position to 2,447 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #522.

Advisory Alpha first reported a position in HYGH in Q2 2023 and has held it in 12 quarters since. The position peaked at $260K in Q2 2023. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Advisory Alpha held 2,447 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $210K as of Q1 2026.
  • Advisory Alpha bought 22 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $1.9K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #522 holding.
  • Advisory Alpha first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Advisory Alpha's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $260K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.