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

Golden State Wealth Management’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
2026 Q2	$7.42K	Buy	254 +9	+4%	+$262	﹤0.01%	1178
2026 Q1	$7.26K	Buy	245 +3	+1%	+$89	﹤0.01%	1148
2025 Q4	$7.25K	Buy	242 +28	+13%	+$841	﹤0.01%	1176
2025 Q3	$6.52K	Buy	214 +6	+3%	+$181	﹤0.01%	1196
2025 Q2	$6.39K	Buy	208 +8	+4%	+$245	﹤0.01%	1180
2025 Q1	$6.29K	Buy	200 +4	+2%	+$127	﹤0.01%	1121
2024 Q4	$6.25K	Buy	+196	New	+$6.34K	﹤0.01%	1073

Other funds holding HYGW

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

PCG

Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

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

Golden State Wealth Management increased its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 3.7% in Q2 2026, buying an estimated $262 and bringing the position to 254 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Golden State Wealth Management first reported a position in HYGW in Q4 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

Golden State Wealth Management held 254 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $7.42K as of Q2 2026.
Golden State Wealth Management bought 9 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $262.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1178 holding.
Golden State Wealth Management first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 7 quarters since.
51 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

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