Avantra Family Wealth’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Avantra Family Wealth’s Portfolio HYGW Stock Details HYGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,840	Closed	-$413K	–	168
2025 Q4	$413K	Buy	13,840 +578	+4%	+$17.4K	0.3%	99
2025 Q3	$403K	Buy	13,262 +878	+7%	+$26.6K	0.3%	99
2025 Q2	$379K	Sell	12,384 -776	-6%	-$23.8K	0.31%	91
2025 Q1	$414K	Buy	+13,160	New	+$418K	0.4%	90

Other funds holding HYGW

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantra Family Wealth's HYGW Position: Q1 2026 in Review

Avantra Family Wealth sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q1 2026, closing a stake of 13,840 shares — an estimated $413K sold.

Avantra Family Wealth first reported a position in HYGW in Q1 2025 and held it in 4 quarters. The position peaked at $414K in Q1 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

Avantra Family Wealth reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q1 2026 after selling out during the quarter.
Avantra Family Wealth sold 13,840 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $413K.
Avantra Family Wealth first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q1 2025 and held it in 4 quarters.
Avantra Family Wealth's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $414K in Q1 2025.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.