Global Retirement Partners’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Global Retirement Partners’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	$401K	Buy	+4,624	New	+$399K	0.01%	1143
2025 Q4	$304K	Buy	3,531 +358	+11%	+$30.8K	0.01%	1237
2025 Q3	$276K	Buy	3,173 +57	+2%	+$4.92K	0.01%	1014
2025 Q2	$270K	Buy	+3,116	New	+$264K	0.01%	951
2024 Q4	$49.6K	Buy	574 +346	+152%	+$29.9K	﹤0.01%	1620
2024 Q3	$19.7K	Sell	228 -10	-4%	-$851	﹤0.01%	2004
2024 Q2	$20.2K	Hold	238	–	–	﹤0.01%	1974
2024 Q1	$20.4K	Buy	238 +10	+4%	+$849	﹤0.01%	1808
2023 Q4	$19.2K	Hold	228	–	–	﹤0.01%	1777
2023 Q3	$18.7K	Sell	228 -228	-50%	-$19.1K	﹤0.01%	1673
2023 Q2	$38.2K	Hold	456	–	–	﹤0.01%	1399
2023 Q1	$37K	Hold	456	–	–	﹤0.01%	1368
2022 Q4	$37.4K	Buy	+456	New	+$37.5K	﹤0.01%	1224

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

Global Retirement Partners's HYGH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2026: 4,624 shares worth $401K. The stake represents 0.01% of the portfolio and ranks #1143 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HYGH as recently as Q4 2025.

Global Retirement Partners first reported a position in HYGH in Q4 2022 and has held it in 13 quarters since. 104 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

Global Retirement Partners held 4,624 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $401K as of Q2 2026.
iShares Interest Rate Hedged High Yield Bond ETF was a new Global Retirement Partners position in Q2 2026.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1143 holding.
Global Retirement Partners first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2022 and has held it in 13 quarters since.
104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.