Global Retirement Partners’s ProShares High Yield-Interest Rate Hedged ETF HYHG Stock Holding History

Global Retirement Partners’s Portfolio HYHG Stock Details HYHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$673K	Hold	10,444	–	–	0.01%	804
2025 Q3	$680K	Buy	10,444 +1,122	+12%	+$72.7K	0.02%	658
2025 Q2	$604K	Buy	+9,322	New	+$595K	0.02%	652
2024 Q4	$653K	Buy	9,961 +1,294	+15%	+$84.6K	0.02%	555
2024 Q3	$562K	Buy	8,667 +2,265	+35%	+$145K	0.02%	603
2024 Q2	$411K	Sell	6,402 -4	-0.1%	-$256	0.01%	663
2024 Q1	$409K	Buy	6,406 +4,211	+192%	+$267K	0.02%	579
2023 Q4	$138K	Buy	+2,195	New	+$136K	0.01%	896
2020 Q1	–	Sell	-184	Closed	-$12K	–	1626
2019 Q4	$12K	Hold	184	–	–	﹤0.01%	1110
2019 Q3	$12K	Hold	184	–	–	﹤0.01%	1074
2019 Q2	$12K	Sell	184 -50	-21%	-$3.29K	﹤0.01%	1060
2019 Q1	$15K	Sell	234 -150	-39%	-$9.79K	﹤0.01%	919
2018 Q4	$24K	Hold	384	–	–	0.01%	691
2018 Q3	$26K	Hold	384	–	–	0.01%	733
2018 Q2	$26K	Buy	+384	New	+$25.9K	0.01%	717

Other funds holding HYHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFA

Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

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

Global Retirement Partners held its ProShares High Yield-Interest Rate Hedged ETF (HYHG) position steady in Q4 2025 at 10,444 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #804.

Global Retirement Partners first reported a position in HYHG in Q2 2018 and has held it in 15 quarters since. The position peaked at $680K in Q3 2025. 47 funds tracked by Wall St. Rank hold HYHG as of Q4 2025.

Global Retirement Partners held 10,444 shares of ProShares High Yield-Interest Rate Hedged ETF worth $673K as of Q4 2025.
Global Retirement Partners left its ProShares High Yield-Interest Rate Hedged ETF share count unchanged in Q4 2025.
ProShares High Yield-Interest Rate Hedged ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #804 holding.
Global Retirement Partners first reported a position in ProShares High Yield-Interest Rate Hedged ETF in Q2 2018 and has held it in 15 quarters since.
Global Retirement Partners's ProShares High Yield-Interest Rate Hedged ETF position peaked at $680K in Q3 2025.
47 funds tracked by Wall St. Rank held ProShares High Yield-Interest Rate Hedged ETF as of Q4 2025.

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