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Concourse Financial Group Securities’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-20,344
Closed -$650K – 956
2024
Q4 		$650K Buy
+20,344
New +$658K 0.04% 421

Other funds holding HYGW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $364M AUM 26.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concourse Financial Group Securities's HYGW Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q1 2025, closing a stake of 20,344 shares — an estimated $650K sold.

Concourse Financial Group Securities first reported a position in HYGW in Q4 2024 and held it in 1 quarter. The position peaked at $650K in Q4 2024. 68 funds tracked by Wall St. Rank hold HYGW as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 20,344 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2025, an estimated $650K.
  • Concourse Financial Group Securities first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $650K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.