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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
Q1 		$241K Buy
+8,154
New +$243K ﹤0.01% 1633

Other funds holding HYGW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Concurrent Investment Advisors's HYGW Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q1 2026: 8,154 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1633 among its holdings.

76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

  • Concurrent Investment Advisors held 8,154 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $241K as of Q1 2026.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF was a new Concurrent Investment Advisors position in Q1 2026.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1633 holding.
  • 76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.