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Evergreen Wealth Solutions’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Evergreen Wealth Solutions’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 		$534K Buy
+6,236
New +$537K 0.04% 239

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 $692M AUM 26.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.93B AUM 18.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Evergreen Wealth Solutions's HYGH Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2026: 6,236 shares worth $534K. The stake represents 0.04% of the portfolio and ranks #239 among its holdings.

101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Evergreen Wealth Solutions held 6,236 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $534K as of Q1 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF was a new Evergreen Wealth Solutions position in Q1 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #239 holding.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.