Diversify Wealth Management’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Diversify Wealth Management’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	-54,320	Closed	-$1.59M	–	1316
2026 Q1	$1.59M	Buy	54,320 +21,845	+67%	+$650K	0.03%	449
2025 Q4	$974K	Buy	+32,475	New	+$975K	0.05%	325

Other funds holding HYGW

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Diversify Wealth Management's HYGW Position: Q2 2026 in Review

Diversify Wealth Management sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q2 2026, closing a stake of 54,320 shares — an estimated $1.59M sold.

Diversify Wealth Management first reported a position in HYGW in Q4 2025 and held it in 2 quarters. The position peaked at $1.59M in Q1 2026. 51 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

Diversify Wealth Management reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
Diversify Wealth Management sold 54,320 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $1.59M.
Diversify Wealth Management first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2025 and held it in 2 quarters.
Diversify Wealth Management's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $1.59M 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.