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Apella Capital’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Apella Capital’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 		$1.58M Sell
18,290
-1,095
-6% -$94.6K 0.02% 296
2026
Q1 		$1.68M Sell
19,385
-745
-4% -$64.2K 0.02% 284
2025
Q4 		$1.74M Buy
20,130
+128
+0.6% +$11K 0.03% 216
2025
Q3 		$1.71M Sell
20,002
-1,408
-7% -$122K 0.04% 194
2025
Q2 		$1.85M Sell
21,410
-14,615
-41% -$1.24M 0.05% 172
2025
Q1 		$2.99M Buy
+36,025
New +$3.12M 0.1% 111

Other funds holding HYGH

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 $756M AUM 20.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Apella Capital's HYGH Position: Q2 2026 in Review

Apella Capital reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 5.6% in Q2 2026, selling an estimated $94.6K and leaving 18,290 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #296.

Apella Capital first reported a position in HYGH in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.99M in Q1 2025. 51 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • Apella Capital held 18,290 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $1.58M as of Q2 2026.
  • Apella Capital sold 1,095 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $94.6K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #296 holding.
  • Apella Capital first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Apella Capital's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $2.99M in Q1 2025.
  • 51 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.