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 Q2	–	Sell	-117,400	Closed	-$3.46M	–	1407
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

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

Envestnet Portfolio Solutions's HYGW Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q2 2026, closing a stake of 117,400 shares — an estimated $3.46M sold.

Envestnet Portfolio Solutions first reported a position in HYGW in Q4 2024 and held it in 6 quarters. The position peaked at $6.86M in Q4 2025. 51 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

Envestnet Portfolio Solutions reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 117,400 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $3.46M.
Envestnet Portfolio Solutions first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and held it in 6 quarters.
Envestnet Portfolio Solutions's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $6.86M in Q4 2025.
51 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.