FFO
HYGH icon

Fortitude Family Office’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Fortitude Family Office’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 		$21.5K Buy
+248
New +$21.4K ﹤0.01% 504
2024
Q4 		– Sell
-88
Closed -$7.59K – 1337
2024
Q3 		$7.59K Buy
+88
New +$7.49K ﹤0.01% 641

Other funds holding HYGH

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
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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Fortitude Family Office's HYGH Position: Q2 2026 in Review

Fortitude Family Office opened a new position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2026: 248 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in HYGH as recently as Q3 2024.

Fortitude Family Office first reported a position in HYGH in Q3 2024 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • Fortitude Family Office held 248 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $21.5K as of Q2 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF was a new Fortitude Family Office position in Q2 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #504 holding.
  • Fortitude Family Office first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.