AE Wealth Management
HYGH icon

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

AE Wealth 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
2026
Q2 		$33.2K Buy
383
+230
+150% +$19.9K ﹤0.01% 2167
2026
Q1 		$13.1K Sell
153
-13
-8% -$1.12K ﹤0.01% 2218
2025
Q4 		$14.3K Buy
166
+128
+337% +$11K ﹤0.01% 2090
2025
Q3 		$3.3K Buy
+38
New +$3.28K ﹤0.01% 2123
2025
Q2 		– Sell
-5
Closed -$426 – 2209
2025
Q1 		$426 Sell
5
-285
-98% -$24.7K ﹤0.01% 2109
2024
Q4 		$25K Buy
+290
New +$25.1K ﹤0.01% 1680
2020
Q1 		– Sell
-3,307
Closed -$296K – 1187
2019
Q4 		$296K Buy
+3,307
New +$292K 0.01% 905

Other funds holding HYGH

AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AE Wealth Management's HYGH Position: Q2 2026 in Review

AE Wealth Management increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 150% in Q2 2026, buying an estimated $19.9K and bringing the position to 383 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

AE Wealth Management first reported a position in HYGH in Q4 2019 and has held it in 7 quarters since. The position peaked at $296K in Q4 2019. 104 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • AE Wealth Management held 383 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $33.2K as of Q2 2026.
  • AE Wealth Management bought 230 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $19.9K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2167 holding.
  • AE Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2019 and has held it in 7 quarters since.
  • AE Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $296K in Q4 2019.
  • 104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.