Axxcess Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Axxcess Wealth Management’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	–	Sell	-68,310	Closed	-$5.89M	–	668
2025 Q4	$5.89M	Sell	68,310 -2,846	-4%	-$245K	0.1%	182
2025 Q3	$6.18M	Sell	71,156 -2,203	-3%	-$190K	0.13%	136
2025 Q2	$6.35M	Buy	73,359 +59,543	+431%	+$5.05M	0.15%	123
2025 Q1	$1.18M	Buy	13,816 +504	+4%	+$43.6K	0.03%	354
2024 Q4	$1.15M	Buy	13,312 +1,956	+17%	+$169K	0.03%	380
2024 Q3	$979K	Sell	11,356 -10	-0.1%	-$851	0.02%	392
2024 Q2	$966K	Buy	11,366 +313	+3%	+$26.7K	0.03%	383
2024 Q1	$948K	Sell	11,053 -447	-4%	-$37.9K	0.03%	385
2023 Q4	$967K	Buy	+11,500	New	+$957K	0.03%	363

Other funds holding HYGH

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

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

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

MATAURO New York $692M AUM 26.24% 1-Year Est. Return

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

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

Envestnet Asset Management

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

Raymond James Financial

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return