Foundations Investment Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Foundations Investment Advisors’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	$4.48M	Sell	51,715 -8,050	-13%	-$695K	0.05%	267
2026 Q1	$5.12M	Sell	59,765 -9,171	-13%	-$790K	0.06%	217
2025 Q4	$5.94M	Buy	68,936 +6,106	+10%	+$526K	0.08%	196
2025 Q3	$5.46M	Buy	62,830 +2,942	+5%	+$254K	0.08%	193
2025 Q2	$5.18M	Sell	59,888 -8,440	-12%	-$716K	0.08%	191
2025 Q1	$5.82M	Buy	68,328 +1,277	+2%	+$111K	0.11%	178
2024 Q4	$5.79M	Buy	67,051 +13,266	+25%	+$1.15M	0.11%	166
2024 Q3	$4.64M	Buy	53,785 +6,994	+15%	+$595K	0.1%	178
2024 Q2	$3.98M	Buy	+46,791	New	+$3.99M	0.1%	166

Other funds holding HYGH

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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 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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Foundations Investment Advisors's HYGH Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 13% in Q2 2026, selling an estimated $695K and leaving 51,715 shares worth $4.48M. The position accounts for 0.05% of the portfolio, ranked #267.

Foundations Investment Advisors first reported a position in HYGH in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.94M in Q4 2025. 104 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

Foundations Investment Advisors held 51,715 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $4.48M as of Q2 2026.
Foundations Investment Advisors sold 8,050 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $695K.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #267 holding.
Foundations Investment Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2024 and has held it in 9 quarters since.
Foundations Investment Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $5.94M in Q4 2025.
104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.