DAS
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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Diversify Advisory Services's HYGH Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2026, closing a stake of 3,351 shares — an estimated $291K sold.

Diversify Advisory Services first reported a position in HYGH in Q1 2024 and held it in 6 quarters. The position peaked at $6.63M in Q1 2024. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Diversify Advisory Services reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 3,351 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $291K.
  • Diversify Advisory Services first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2024 and held it in 6 quarters.
  • Diversify Advisory Services's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $6.63M in Q1 2024.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.