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 Q2	$4.98M	Buy	+57,447	New	+$4.96M	0.08%	229
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

AWAG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Axxcess Wealth Management's HYGH Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2026: 57,447 shares worth $4.98M. The stake represents 0.08% of the portfolio and ranks #229 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in HYGH as recently as Q4 2025.

Axxcess Wealth Management first reported a position in HYGH in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.35M in Q2 2025. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

Axxcess Wealth Management held 57,447 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $4.98M as of Q2 2026.
iShares Interest Rate Hedged High Yield Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #229 holding.
Axxcess Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2023 and has held it in 10 quarters since.
Axxcess Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $6.35M in Q2 2025.
105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.