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 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

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

HWAM

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

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

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

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Golden State Wealth Management increased its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 1.2% in Q1 2026, buying an estimated $89 and bringing the position to 245 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Golden State Wealth Management first reported a position in HYGW in Q4 2024 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

Golden State Wealth Management held 245 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $7.26K as of Q1 2026.
Golden State Wealth Management bought 3 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $89.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1148 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 6 quarters since.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

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