AAS
HYGH icon

Avantax Advisory Services’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Avantax Advisory Services’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 		$682K Sell
7,885
-5,764
-42% -$489K ﹤0.01% 1394
2025
Q1 		$1.16M Buy
13,649
+7,647
+127% +$662K 0.01% 1008
2024
Q4 		$518K Buy
6,002
+903
+18% +$78K ﹤0.01% 1422
2024
Q3 		$440K Buy
+5,099
New +$434K ﹤0.01% 1500

Other funds holding HYGH

LPL Financial
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
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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

Avantax Advisory Services's HYGH Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 42% in Q2 2025, selling an estimated $489K and leaving 7,885 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Avantax Advisory Services first reported a position in HYGH in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.16M in Q1 2025. 96 funds tracked by Wall St. Rank hold HYGH as of Q2 2025.

  • Avantax Advisory Services held 7,885 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $682K as of Q2 2025.
  • Avantax Advisory Services sold 5,764 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2025, an estimated $489K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1394 holding.
  • Avantax Advisory Services first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $1.16M 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 Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.