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 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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.18B AUM 25.3% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return

MATAURO New York $692M AUM 26.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return