Capital Square
HYGH icon

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

Capital Square’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
Q3 		$527K Buy
6,152
+1,323
+27% +$114K 0.23% 103
2026
Q2 		$417K Buy
4,829
+640
+15% +$55.3K 0.18% 120
2026
Q1 		$362K Buy
4,189
+1,058
+34% +$91.1K 0.17% 137
2025
Q4 		$270K Buy
3,131
+536
+21% +$46.2K 0.14% 160
2025
Q3 		$225K Buy
+2,595
New +$224K 0.11% 170

Other funds holding HYGH

ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Blue Capital Inc
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Live Oak Investment Partners
Live Oak Investment Partners Austin, Texas $185M AUM 15.1% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Capital Square's HYGH Position: Q3 2026 in Review

Capital Square increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 27% in Q3 2026, buying an estimated $114K and bringing the position to 6,152 shares worth $527K. The position accounts for 0.23% of the portfolio, ranked #103.

Capital Square first reported a position in HYGH in Q3 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold HYGH as of Q3 2026.

  • Capital Square held 6,152 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $527K as of Q3 2026.
  • Capital Square bought 1,323 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2026, an estimated $114K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.23% of Capital Square's portfolio in Q3 2026, its #103 holding.
  • Capital Square first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.