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 Q3	$1.4M	Sell	16,450 -1,840	-10%	-$159K	0.02%	335
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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

BCI

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Apella Capital's HYGH Position: Q3 2026 in Review

Apella Capital reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 10% in Q3 2026, selling an estimated $159K and leaving 16,450 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #335.

Apella Capital first reported a position in HYGH in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.99M in Q1 2025. 11 funds tracked by Wall St. Rank hold HYGH as of Q3 2026.

Apella Capital held 16,450 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $1.4M as of Q3 2026.
Apella Capital sold 1,840 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2026, an estimated $159K.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #335 holding.
Apella Capital first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2025 and has held it in 7 quarters since.
Apella Capital's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $2.99M in Q1 2025.
11 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.