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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Golden State Wealth Management's HYGH Position: Q1 2026 in Review

Golden State Wealth Management reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 62% in Q1 2026, selling an estimated $261K and leaving 1,821 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #415.

Golden State Wealth Management first reported a position in HYGH in Q1 2019 and has held it in 6 quarters since. The position peaked at $912K in Q1 2019. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Golden State Wealth Management held 1,821 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $156K as of Q1 2026.
  • Golden State Wealth Management sold 3,027 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $261K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.02% of Golden State Wealth Management's portfolio in Q1 2026, its #415 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 6 quarters since.
  • Golden State Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $912K in Q1 2019.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.