Endowment Wealth Management
GHYG icon

Endowment Wealth Management’s iShares US & Intl High Yield Corp Bond ETF GHYG Stock Holding History

Endowment Wealth Management’s Portfolio GHYG Stock Details GHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$986K Buy
22,658
+1,157
+5% +$52K 0.34% 63
2026
Q2 		$974K Buy
21,501
+211
+1% +$9.6K 0.38% 52
2026
Q1 		$960K Sell
21,290
-997
-4% -$45.7K 0.42% 51
2025
Q4 		$1.03M Buy
22,287
+1,590
+8% +$73.1K 0.47% 51
2025
Q3 		$963K Buy
20,697
+464
+2% +$21.5K 0.44% 55
2025
Q2 		$937K Sell
20,233
-455
-2% -$20.5K 0.48% 53
2025
Q1 		$922K Buy
20,688
+2,077
+11% +$92.6K 0.59% 49
2024
Q4 		$820K Buy
18,611
+740
+4% +$33.1K 0.55% 47
2024
Q3 		$818K Buy
17,871
+659
+4% +$29.5K 0.54% 52
2024
Q2 		$752K Buy
17,212
+301
+2% +$13.1K 0.55% 48
2024
Q1 		$747K Buy
16,911
+3,243
+24% +$143K 0.56% 47
2023
Q4 		$605K Buy
13,668
+292
+2% +$12.3K 0.5% 47
2023
Q3 		$555K Buy
13,376
+260
+2% +$11K 0.5% 51
2023
Q2 		$557K Buy
13,116
+40
+0.3% +$1.69K 0.51% 51
2023
Q1 		$556K Sell
13,076
-271
-2% -$11.5K 0.56% 45
2022
Q4 		$553K Sell
13,347
-3
-0% -$122 0.61% 37
2022
Q3 		$520K Buy
13,350
+258
+2% +$10.7K 0.63% 41
2022
Q2 		$532K Buy
13,092
+297
+2% +$12.9K 0.64% 35
2022
Q1 		$591K Sell
12,795
-1,019
-7% -$48.1K 0.62% 32
2021
Q4 		$681K Buy
+13,814
New +$681K 0.69% 29

Other funds holding GHYG

New Capital Management
New Capital Management Houston, Texas $447M AUM 10.99% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
AlphaCentric Advisors
AlphaCentric Advisors San Juan, Puerto Rico $113M AUM 27.37% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Lugano Financial Advisors SA (LFA)
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $171M AUM 11.94% 1-Year Est. Return

Endowment Wealth Management's GHYG Position: Q3 2026 in Review

Endowment Wealth Management increased its iShares US & Intl High Yield Corp Bond ETF (GHYG) stake by 5.4% in Q3 2026, buying an estimated $52K and bringing the position to 22,658 shares worth $986K. The position accounts for 0.34% of the portfolio, ranked #63.

Endowment Wealth Management first reported a position in GHYG in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.03M in Q4 2025. 12 funds tracked by Wall St. Rank hold GHYG as of Q3 2026.

  • Endowment Wealth Management held 22,658 shares of iShares US & Intl High Yield Corp Bond ETF worth $986K as of Q3 2026.
  • Endowment Wealth Management bought 1,157 iShares US & Intl High Yield Corp Bond ETF shares in Q3 2026, an estimated $52K.
  • iShares US & Intl High Yield Corp Bond ETF made up 0.34% of Endowment Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Endowment Wealth Management first reported a position in iShares US & Intl High Yield Corp Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Endowment Wealth Management's iShares US & Intl High Yield Corp Bond ETF position peaked at $1.03M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held iShares US & Intl High Yield Corp Bond ETF as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.