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GeoWealth Management’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

GeoWealth Management’s Portfolio HYGW Stock Details HYGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,941
Closed -$207K – 875
2025
Q4 		$207K Buy
6,941
+1,583
+30% +$47.5K 0.01% 655
2025
Q3 		$163K Buy
+5,358
New +$162K 0.01% 706

Other funds holding HYGW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GeoWealth Management's HYGW Position: Q1 2026 in Review

GeoWealth Management sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q1 2026, closing a stake of 6,941 shares — an estimated $207K sold.

GeoWealth Management first reported a position in HYGW in Q3 2025 and held it in 2 quarters. The position peaked at $207K in Q4 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

  • GeoWealth Management reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 6,941 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $207K.
  • GeoWealth Management first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q3 2025 and held it in 2 quarters.
  • GeoWealth Management's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $207K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.