Eaton Financial Holdings’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Eaton Financial Holdings’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	$624K	Sell	21,460 -2,385	-10%	-$69.4K	0.17%	86
2026 Q1	$703K	Buy	23,845 +11,680	+96%	+$348K	0.23%	80
2025 Q4	$363K	Buy	+12,165	New	+$365K	0.1%	111
2025 Q3	–	Sell	-398,559	Closed	-$12.2M	–	128
2025 Q2	$12.2M	Sell	398,559 -33,745	-8%	-$1.03M	3.75%	8
2025 Q1	$13.6M	Buy	432,304 +239,765	+125%	+$7.61M	5.64%	6
2024 Q4	$6.12M	Buy	+192,539	New	+$6.23M	2.36%	13

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

Eaton Financial Holdings's HYGW Position: Q2 2026 in Review

Eaton Financial Holdings reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 10% in Q2 2026, selling an estimated $69.4K and leaving 21,460 shares worth $624K. The position accounts for 0.17% of the portfolio, ranked #86.

Eaton Financial Holdings first reported a position in HYGW in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.6M in Q1 2025. 51 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

Eaton Financial Holdings held 21,460 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $624K as of Q2 2026.
Eaton Financial Holdings sold 2,385 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $69.4K.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.17% of Eaton Financial Holdings's portfolio in Q2 2026, its #86 holding.
Eaton Financial Holdings first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 6 quarters since.
Eaton Financial Holdings's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $13.6M in Q1 2025.
51 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.