GJIA
HYGH icon

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

Glass Jacobson 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
2025
Q2 		– Sell
-2,019
Closed -$174K – 679
2025
Q1 		$174K Hold
2,019
– – 0.06% 245
2024
Q4 		$174K Buy
2,019
+1,456
+259% +$126K 0.06% 245
2024
Q3 		$48.5K Buy
563
+42
+8% +$3.57K 0.02% 360
2024
Q2 		$44.3K Buy
521
+471
+942% +$40.1K 0.02% 358
2024
Q1 		$4.32K Buy
+50
New +$4.24K ﹤0.01% 631

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Glass Jacobson Investment Advisors's HYGH Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2025, closing a stake of 2,019 shares — an estimated $174K sold.

Glass Jacobson Investment Advisors first reported a position in HYGH in Q1 2024 and held it in 5 quarters. The position peaked at $174K in Q1 2025. 96 funds tracked by Wall St. Rank hold HYGH as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 2,019 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2025, an estimated $174K.
  • Glass Jacobson Investment Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2024 and held it in 5 quarters.
  • Glass Jacobson Investment Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $174K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.