Golden State Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Golden State Wealth Management’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	$76.8K	Sell	886 -935	-51%	-$80.8K	0.01%	630
2026 Q1	$156K	Sell	1,821 -3,027	-62%	-$261K	0.02%	415
2025 Q4	$418K	Sell	4,848 -328	-6%	-$28.2K	0.04%	285
2025 Q3	$450K	Sell	5,176 -1,892	-27%	-$163K	0.05%	258
2025 Q2	$612K	Buy	+7,068	New	+$600K	0.07%	194
2019 Q3	–	Sell	-9,489	Closed	-$841K	–	1099
2019 Q2	$841K	Sell	9,489 -709	-7%	-$63.1K	0.27%	74
2019 Q1	$912K	Buy	+10,198	New	+$904K	0.3%	69

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

Golden State Wealth Management's HYGH Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 51% in Q2 2026, selling an estimated $80.8K and leaving 886 shares worth $76.8K. The position accounts for 0.01% of the portfolio, ranked #630.

Golden State Wealth Management first reported a position in HYGH in Q1 2019 and has held it in 7 quarters since. The position peaked at $912K in Q1 2019. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

Golden State Wealth Management held 886 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $76.8K as of Q2 2026.
Golden State Wealth Management sold 935 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $80.8K.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #630 holding.
Golden State Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2019 and has held it in 7 quarters since.
Golden State Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $912K in Q1 2019.
105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.