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Diversify Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Diversify Wealth Management’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 		$291K Buy
+3,376
New +$291K 0.01% 972

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 $692M AUM 26.24% 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 Wealth Management's HYGH Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2026: 3,376 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #972 among its holdings.

101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Diversify Wealth Management held 3,376 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $291K as of Q1 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF was a new Diversify Wealth Management position in Q1 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #972 holding.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.