Capital Analysts LLC
HYGH icon

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 		$52.7K Hold
609
– – ﹤0.01% 986
2026
Q1 		$52.1K Buy
609
+555
+1,028% +$47.8K ﹤0.01% 931
2025
Q4 		$4.66K Hold
54
– – ﹤0.01% 1344
2025
Q3 		$4.69K Hold
54
– – ﹤0.01% 1316
2025
Q2 		$4.67K Hold
54
– – ﹤0.01% 1254
2025
Q1 		$4.6K Hold
54
– – ﹤0.01% 1238
2024
Q4 		$4.66K Buy
+54
New +$4.67K ﹤0.01% 1159

Other funds holding HYGH

ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldstone Financial Group
Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Rooted Wealth Advisors
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 12.75% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 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 $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Capital Analysts LLC first reported a position in HYGH in Q4 2024 and has held it in 7 quarters since. 106 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 $52.7K 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 #986 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.
  • 106 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.