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 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

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

MATAURO New York $692M AUM 26.24% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

AE Wealth Management's HYGH Position: Q1 2026 in Review

AE Wealth Management reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 7.8% in Q1 2026, selling an estimated $1.12K and leaving 153 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

AE Wealth Management first reported a position in HYGH in Q4 2019 and has held it in 6 quarters since. The position peaked at $296K in Q4 2019. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

AE Wealth Management held 153 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $13.1K as of Q1 2026.
AE Wealth Management sold 13 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $1.12K.
iShares Interest Rate Hedged High Yield Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2218 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 6 quarters since.
AE Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $296K in Q4 2019.
101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.