Diversify Advisory Services’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Diversify Advisory Services’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 Q3	$4.96M	Buy	58,351 +33,643	+136%	+$2.91M	0.07%	237
2026 Q2	$2.13M	Buy	+24,708	New	+$2.13M	0.04%	391
2026 Q1	–	Sell	-3,351	Closed	-$291K	–	497
2025 Q4	$291K	Sell	3,351 -101	-3%	-$8.7K	0.01%	766
2025 Q3	$298K	Buy	3,452 +301	+10%	+$26K	0.01%	723
2025 Q2	$271K	Buy	+3,151	New	+$267K	0.01%	709
2024 Q4	–	Sell	-2,482	Closed	-$214K	–	651
2024 Q3	$214K	Sell	2,482 -2,177	-47%	-$185K	0.01%	591
2024 Q2	$396K	Sell	4,659 -72,709	-94%	-$6.2M	0.02%	427
2024 Q1	$6.63M	Buy	+77,368	New	+$6.57M	0.39%	55

Other funds holding HYGH

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

BCI

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Diversify Advisory Services's HYGH Position: Q3 2026 in Review

Diversify Advisory Services increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 136% in Q3 2026, buying an estimated $2.91M and bringing the position to 58,351 shares worth $4.96M. The position accounts for 0.07% of the portfolio, ranked #237.

Diversify Advisory Services first reported a position in HYGH in Q1 2024 and has held it in 8 quarters since. The position peaked at $6.63M in Q1 2024. 27 funds tracked by Wall St. Rank hold HYGH as of Q3 2026.

Diversify Advisory Services held 58,351 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $4.96M as of Q3 2026.
Diversify Advisory Services bought 33,643 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2026, an estimated $2.91M.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.07% of Diversify Advisory Services's portfolio in Q3 2026, its #237 holding.
Diversify Advisory Services first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2024 and has held it in 8 quarters since.
Diversify Advisory Services's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $6.63M in Q1 2024.
27 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.