Envestnet Asset Management
HYGH icon

Envestnet Asset Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Envestnet Asset 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 		$7.57M Buy
88,462
+28,353
+47% +$2.44M ﹤0.01% 2017
2025
Q4 		$5.18M Sell
60,109
-403
-0.7% -$34.7K ﹤0.01% 2149
2025
Q3 		$5.25M Buy
60,512
+7,222
+14% +$624K ﹤0.01% 2205
2025
Q2 		$4.61M Sell
53,290
-4,733
-8% -$402K ﹤0.01% 2252
2025
Q1 		$4.94M Buy
58,023
+14,507
+33% +$1.26M ﹤0.01% 2133
2024
Q4 		$3.76M Buy
43,516
+11,772
+37% +$1.02M ﹤0.01% 2299
2024
Q3 		$2.74M Sell
31,744
-12,545
-28% -$1.07M ﹤0.01% 2470
2024
Q2 		$3.76M Buy
44,289
+13,287
+43% +$1.13M ﹤0.01% 2213
2024
Q1 		$2.66M Buy
31,002
+19,670
+174% +$1.67M ﹤0.01% 2397
2023
Q4 		$952K Buy
11,332
+1,247
+12% +$104K ﹤0.01% 2967
2023
Q3 		$840K Buy
10,085
+112
+1% +$9.37K ﹤0.01% 2929
2023
Q2 		$836K Buy
9,973
+483
+5% +$39.6K ﹤0.01% 2873
2023
Q1 		$786K Sell
9,490
-40,586
-81% -$3.36M ﹤0.01% 2841
2022
Q4 		$4.11M Sell
50,076
-973
-2% -$80.1K ﹤0.01% 1709
2022
Q3 		$4.09M Buy
51,049
+8,619
+20% +$707K ﹤0.01% 1635
2022
Q2 		$3.37M Buy
42,430
+17,176
+68% +$1.44M ﹤0.01% 1758
2022
Q1 		$2.2M Buy
25,254
+5,503
+28% +$475K ﹤0.01% 2148
2021
Q4 		$1.74M Buy
19,751
+965
+5% +$84.5K ﹤0.01% 2269
2021
Q3 		$1.65M Buy
18,786
+1,043
+6% +$91.3K ﹤0.01% 2217
2021
Q2 		$1.56M Buy
17,743
+3,651
+26% +$320K ﹤0.01% 2228
2021
Q1 		$1.24M Buy
14,092
+11,311
+407% +$982K ﹤0.01% 2243
2020
Q4 		$240K Sell
2,781
-1,025
-27% -$86.9K ﹤0.01% 3041
2020
Q3 		$315K Buy
3,806
+39
+1% +$3.23K ﹤0.01% 2713
2020
Q2 		$303K Sell
3,767
-142
-4% -$11.3K ﹤0.01% 2678
2020
Q1 		$299K Sell
3,909
-642
-14% -$54.6K ﹤0.01% 2552
2019
Q4 		$408K Sell
4,551
-224
-5% -$19.8K ﹤0.01% 2587
2019
Q3 		$421K Sell
4,775
-8,130
-63% -$716K ﹤0.01% 2464
2019
Q2 		$1.15M Sell
12,905
-1,852
-13% -$165K ﹤0.01% 1856
2019
Q1 		$1.32M Buy
14,757
+8,372
+131% +$742K ﹤0.01% 1718
2018
Q4 		$541K Buy
6,385
+744
+13% +$66.5K ﹤0.01% 2102
2018
Q3 		$521K Sell
5,641
-46,357
-89% -$4.25M ﹤0.01% 913
2018
Q2 		$4.71M Buy
51,998
+15,642
+43% +$1.43M 0.01% 507
2018
Q1 		$3.29M Buy
36,356
+36,130
+15,987% +$3.3M 0.01% 526
2017
Q4 		$21K Sell
226
-549
-71% -$50.1K ﹤0.01% 2513
2017
Q3 		$72K Buy
775
+619
+397% +$56.3K ﹤0.01% 2182
2017
Q2 		$15K Hold
156
– – ﹤0.01% 2647
2017
Q1 		$15K Sell
156
-2,541
-94% -$230K ﹤0.01% 2720
2016
Q4 		$241K Buy
+2,697
New +$238K ﹤0.01% 1812
2016
Q1 		– Sell
-1,395
Closed -$116K – 3117
2015
Q4 		$116K Buy
+1,395
New +$119K ﹤0.01% 2308

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Envestnet Asset Management's HYGH Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 47% in Q1 2026, buying an estimated $2.44M and bringing the position to 88,462 shares worth $7.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Envestnet Asset Management first reported a position in HYGH in Q4 2015 and has held it in 39 quarters since. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Envestnet Asset Management held 88,462 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $7.57M as of Q1 2026.
  • Envestnet Asset Management bought 28,353 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $2.44M.
  • iShares Interest Rate Hedged High Yield Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2017 holding.
  • Envestnet Asset Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2015 and has held it in 39 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.