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Concurrent Investment Advisors’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Concurrent Investment Advisors’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
-8,154
Closed -$241K – 2145
2026
Q1 		$241K Buy
+8,154
New +$243K ﹤0.01% 1633

Other funds holding HYGW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
PCG
Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Concurrent Investment Advisors's HYGW Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q2 2026, closing a stake of 8,154 shares — an estimated $241K sold.

Concurrent Investment Advisors first reported a position in HYGW in Q1 2026 and held it in 1 quarter. The position peaked at $241K in Q1 2026. 51 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 8,154 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $241K.
  • Concurrent Investment Advisors first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Concurrent Investment Advisors's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $241K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.