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Global Retirement Partners’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Global Retirement Partners’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
2025
Q4 		$65.7K Buy
2,201
+88
+4% +$2.64K ﹤0.01% 2182
2025
Q3 		$64.2K Buy
2,113
+209
+11% +$6.32K ﹤0.01% 1761
2025
Q2 		$58.3K Buy
+1,904
New +$58.3K ﹤0.01% 1690
2024
Q4 		$59.6K Buy
+1,876
New +$60.7K ﹤0.01% 1538

Other funds holding HYGW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Retirement Partners's HYGW Position: Q4 2025 in Review

Global Retirement Partners increased its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 4.2% in Q4 2025, buying an estimated $2.64K and bringing the position to 2,201 shares worth $65.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

Global Retirement Partners first reported a position in HYGW in Q4 2024 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold HYGW as of Q4 2025.

  • Global Retirement Partners held 2,201 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $65.7K as of Q4 2025.
  • Global Retirement Partners bought 88 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q4 2025, an estimated $2.64K.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2182 holding.
  • Global Retirement Partners first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.