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
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

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Raymond James Financial

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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

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return