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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
Q2 		$549K Buy
6,345
+109
+2% +$9.42K 0.03% 305
2026
Q1 		$534K Buy
+6,236
New +$537K 0.04% 239

Other funds holding HYGH

AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Evergreen Wealth Solutions's HYGH Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 1.7% in Q2 2026, buying an estimated $9.42K and bringing the position to 6,345 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #305.

Evergreen Wealth Solutions first reported a position in HYGH in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • Evergreen Wealth Solutions held 6,345 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $549K as of Q2 2026.
  • Evergreen Wealth Solutions bought 109 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $9.42K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #305 holding.
  • Evergreen Wealth Solutions first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.