Colonial Trust
HYGW icon

Colonial Trust’s iShares HYG Premium Income+ ETF HYGW Stock Holding History

Colonial Trust’s Portfolio HYGW Stock Details HYGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,516
Closed -$104K – 1157
2026
Q1 		$104K Buy
3,516
+3,182
+953% +$94.7K 0.01% 416
2025
Q4 		$10K Sell
334
-4,636
-93% -$139K ﹤0.01% 755
2025
Q3 		$151K Buy
4,970
+230
+5% +$6.96K 0.02% 360
2025
Q2 		$145K Buy
+4,740
New +$145K 0.02% 365

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RiverFront Investment Group
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Cetera Investment Advisers
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JP Morgan Chase
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NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return
Prosperity Consulting Group
Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Colonial Trust's HYGW Position: Q2 2026 in Review

Colonial Trust sold out of iShares HYG Premium Income+ ETF (HYGW) in Q2 2026, closing a stake of 3,516 shares — an estimated $104K sold.

Colonial Trust first reported a position in HYGW in Q2 2025 and held it in 4 quarters. The position peaked at $151K in Q3 2025. 50 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • Colonial Trust reported no remaining iShares HYG Premium Income+ ETF position as of Q2 2026 after selling out during the quarter.
  • Colonial Trust sold 3,516 iShares HYG Premium Income+ ETF shares in Q2 2026, an estimated $104K.
  • Colonial Trust first reported a position in iShares HYG Premium Income+ ETF in Q2 2025 and held it in 4 quarters.
  • Colonial Trust's iShares HYG Premium Income+ ETF position peaked at $151K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held iShares HYG Premium Income+ ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.