Atria Wealth Solutions’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$6.71M	Sell	77,547 -20,746	-21%	-$1.76M	0.15%	151
2025 Q1	$8.37M	Buy	98,293 +5,475	+6%	+$474K	0.1%	215
2024 Q4	$8.02M	Buy	92,818 +38,381	+71%	+$3.32M	0.09%	234
2024 Q3	$4.69M	Buy	54,437 +4,356	+9%	+$371K	0.05%	367
2024 Q2	$4.26M	Buy	50,081 +14,258	+40%	+$1.21M	0.05%	378
2024 Q1	$3.07M	Buy	35,823 +33,250	+1,292%	+$2.82M	0.03%	486
2023 Q4	$216K	Buy	+2,573	New	+$214K	﹤0.01%	1727
2022 Q4	–	Sell	-3,443	Closed	-$276K	–	1835
2022 Q3	$276K	Buy	3,443 +1	+0%	+$82	﹤0.01%	1351
2022 Q2	$274K	Buy	3,442 +302	+10%	+$25.3K	0.01%	1260
2022 Q1	$274K	Buy	+3,140	New	+$271K	﹤0.01%	1368

Other funds holding HYGH

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Atria Wealth Solutions's HYGH Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 21% in Q2 2025, selling an estimated $1.76M and leaving 77,547 shares worth $6.71M. The position accounts for 0.15% of the portfolio, ranked #151.

Atria Wealth Solutions first reported a position in HYGH in Q1 2022 and has held it in 10 quarters since. The position peaked at $8.37M in Q1 2025. 96 funds tracked by Wall St. Rank hold HYGH as of Q2 2025.

Atria Wealth Solutions held 77,547 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $6.71M as of Q2 2025.
Atria Wealth Solutions sold 20,746 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2025, an estimated $1.76M.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #151 holding.
Atria Wealth Solutions first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2022 and has held it in 10 quarters since.
Atria Wealth Solutions's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $8.37M in Q1 2025.
96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.