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Capital Analysts LLC’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Capital Analysts LLC’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 		$52K Buy
609
+555
+1,028% +$47.8K ﹤0.01% 932
2025
Q4 		$5K Hold
54
– – ﹤0.01% 1342
2025
Q3 		$5K Hold
54
– – ﹤0.01% 1307
2025
Q2 		$5K Hold
54
– – ﹤0.01% 1251
2025
Q1 		$5K Hold
54
– – ﹤0.01% 1225
2024
Q4 		$5K Buy
+54
New +$4.67K ﹤0.01% 1153

Other funds holding HYGH

LPL Financial
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
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
UBS Group
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
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
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Capital Analysts LLC's HYGH Position: Q1 2026 in Review

Capital Analysts LLC increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 1,028% in Q1 2026, buying an estimated $47.8K and bringing the position to 609 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Capital Analysts LLC first reported a position in HYGH in Q4 2024 and has held it in 6 quarters since. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Capital Analysts LLC held 609 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $52K as of Q1 2026.
  • Capital Analysts LLC bought 555 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $47.8K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #932 holding.
  • Capital Analysts LLC first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.