Envestnet Portfolio Solutions’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Envestnet Portfolio Solutions’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 Q1	$3.46M	Sell	117,400 -112,462	-49%	-$3.35M	0.02%	348
2025 Q4	$6.86M	Buy	229,862 +53,211	+30%	+$1.6M	0.02%	311
2025 Q3	$5.36M	Buy	176,651 +18,190	+11%	+$550K	0.02%	340
2025 Q2	$4.85M	Buy	158,461 +38,938	+33%	+$1.19M	0.02%	370
2025 Q1	$3.76M	Buy	119,523 +3,057	+3%	+$97K	0.01%	437
2024 Q4	$3.7M	Buy	+116,466	New	+$3.77M	0.01%	474

Other funds holding HYGW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HWAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Portfolio Solutions's HYGW Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 49% in Q1 2026, selling an estimated $3.35M and leaving 117,400 shares worth $3.46M. The position accounts for 0.02% of the portfolio, ranked #348.

Envestnet Portfolio Solutions first reported a position in HYGW in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.86M in Q4 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

Envestnet Portfolio Solutions held 117,400 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $3.46M as of Q1 2026.
Envestnet Portfolio Solutions sold 112,462 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $3.35M.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #348 holding.
Envestnet Portfolio Solutions first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 6 quarters since.
Envestnet Portfolio Solutions's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $6.86M in Q4 2025.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.