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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
Q2 		$53K Hold
609
– – ﹤0.01% 983
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

AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Envestnet Asset Management
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
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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Capital Analysts LLC's HYGH Position: Q2 2026 in Review

Capital Analysts LLC held its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) position steady in Q2 2026 at 609 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Capital Analysts LLC first reported a position in HYGH in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • Capital Analysts LLC held 609 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $53K as of Q2 2026.
  • Capital Analysts LLC left its iShares Interest Rate Hedged High Yield Bond ETF share count unchanged in Q2 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #983 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 7 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.