Centaurus Financial’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Centaurus Financial’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	$333K	Sell	3,893 -380	-9%	-$32.7K	0.02%	642
2025 Q4	$368K	Sell	4,273 -1,120	-21%	-$96.4K	0.02%	605
2025 Q3	$468K	Sell	5,393 -2,763	-34%	-$239K	0.02%	551
2025 Q2	$706K	Buy	8,156 +87	+1%	+$7.38K	0.04%	373
2025 Q1	$688K	Buy	8,069 +1,988	+33%	+$172K	0.04%	368
2024 Q4	$525K	Buy	6,081 +2,882	+90%	+$249K	0.03%	424
2024 Q3	$276K	Buy	3,199 +212	+7%	+$18K	0.02%	561
2024 Q2	$254K	Buy	+2,987	New	+$255K	0.02%	542

Other funds holding HYGH

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

MATAURO New York $692M AUM 26.24% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Centaurus Financial's HYGH Position: Q1 2026 in Review

Centaurus Financial reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 8.9% in Q1 2026, selling an estimated $32.7K and leaving 3,893 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #642.

Centaurus Financial first reported a position in HYGH in Q2 2024 and has held it in 8 quarters since. The position peaked at $706K in Q2 2025. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

Centaurus Financial held 3,893 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $333K as of Q1 2026.
Centaurus Financial sold 380 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $32.7K.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.02% of Centaurus Financial's portfolio in Q1 2026, its #642 holding.
Centaurus Financial first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2024 and has held it in 8 quarters since.
Centaurus Financial's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $706K in Q2 2025.
101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.