AXS Investments’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

AXS Investments’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 Q1	$2.43M	Buy	28,387 +10,091	+55%	+$869K	0.98%	20
2025 Q4	$1.58M	Buy	18,296 +121	+0.7%	+$10.4K	0.54%	39
2025 Q3	$1.58M	Sell	18,175 -6,438	-26%	-$556K	0.5%	53
2025 Q2	$2.13M	Buy	+24,613	New	+$2.09M	0.87%	32
2025 Q1	–	Sell	-17,515	Closed	-$1.51M	–	221
2024 Q4	$1.51M	Sell	17,515 -899	-5%	-$77.7K	0.42%	77
2024 Q3	$1.59M	Sell	18,414 -4,658	-20%	-$396K	0.42%	101
2024 Q2	$1.96M	Buy	+23,072	New	+$1.97M	0.55%	54

Other funds holding HYGH

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

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

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

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

RWA

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

AXS Investments's HYGH Position: Q1 2026 in Review

AXS Investments increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 55% in Q1 2026, buying an estimated $869K and bringing the position to 28,387 shares worth $2.43M. The position accounts for 0.98% of the portfolio, ranked #20.

AXS Investments first reported a position in HYGH in Q2 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

AXS Investments held 28,387 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $2.43M as of Q1 2026.
AXS Investments bought 10,091 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $869K.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.98% of AXS Investments's portfolio in Q1 2026, its #20 holding.
AXS Investments first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2024 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.