Golden State Equity Partners’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Golden State Equity 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	–	Sell	-11,007	Closed	-$334K	–	505
2025 Q3	$334K	Sell	11,007 -1,782	-14%	-$53.9K	0.06%	337
2025 Q2	$391K	Buy	12,789 +146	+1%	+$4.47K	0.07%	287
2025 Q1	$398K	Buy	+12,643	New	+$401K	0.08%	286

Other funds holding HYGW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Golden State Equity Partners's HYGW Position: Q4 2025 in Review

Golden State Equity Partners sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q4 2025, closing a stake of 11,007 shares — an estimated $334K sold.

Golden State Equity Partners first reported a position in HYGW in Q1 2025 and held it in 3 quarters. The position peaked at $398K in Q1 2025. 86 funds tracked by Wall St. Rank hold HYGW as of Q4 2025.

Golden State Equity Partners reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q4 2025 after selling out during the quarter.
Golden State Equity Partners sold 11,007 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q4 2025, an estimated $334K.
Golden State Equity Partners first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q1 2025 and held it in 3 quarters.
Golden State Equity Partners's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $398K in Q1 2025.
86 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q4 2025.

Based on Golden State Equity Partners's 13F filing for Q4 2025, filed 29 Jan 2026.