Bard Associates’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Bard Associates’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	$187K	Buy	+2,160	New	+$187K	0.04%	138

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

Bard Associates's HYGH Position: Q2 2026 in Review

Bard Associates opened a new position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2026: 2,160 shares worth $187K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings.

104 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

Bard Associates held 2,160 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $187K as of Q2 2026.
iShares Interest Rate Hedged High Yield Bond ETF was a new Bard Associates position in Q2 2026.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.04% of Bard Associates's portfolio in Q2 2026, its #138 holding.
104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.