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
Q3 		$21.2K Hold
248
– – ﹤0.01% 821
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 $1.37B AUM 18.29% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Fortitude Family Office's HYGH Position: Q3 2026 in Review

Fortitude Family Office held its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) position steady in Q3 2026 at 248 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Fortitude Family Office first reported a position in HYGH in Q3 2024 and has held it in 3 quarters since. The position peaked at $21.5K in Q2 2026. 16 funds tracked by Wall St. Rank hold HYGH as of Q3 2026.

  • Fortitude Family Office held 248 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $21.2K as of Q3 2026.
  • Fortitude Family Office left its iShares Interest Rate Hedged High Yield Bond ETF share count unchanged in Q3 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #821 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 3 quarters since.
  • Fortitude Family Office's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $21.5K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.