Great Valley Advisor Group’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Great Valley Advisor Group’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
2025 Q3	–	Sell	-7,795	Closed	-$674K	–	938
2025 Q2	$674K	Sell	7,795 -5,355	-41%	-$454K	0.01%	530
2025 Q1	$1.12M	Sell	13,150 -5,103	-28%	-$442K	0.02%	429
2024 Q4	$1.58M	Buy	+18,253	New	+$1.58M	0.04%	352
2024 Q3	–	Sell	-28,727	Closed	-$2.44M	–	838
2024 Q2	$2.44M	Buy	28,727 +6,362	+28%	+$542K	0.07%	260
2024 Q1	$1.92M	Buy	+22,365	New	+$1.9M	0.06%	285

Other funds holding HYGH

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

MATAURO New York $692M AUM 26.24% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Great Valley Advisor Group's HYGH Position: Q3 2025 in Review

Great Valley Advisor Group sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q3 2025, closing a stake of 7,795 shares — an estimated $674K sold.

Great Valley Advisor Group first reported a position in HYGH in Q1 2024 and held it in 5 quarters. The position peaked at $2.44M in Q2 2024. 106 funds tracked by Wall St. Rank hold HYGH as of Q3 2025.

Great Valley Advisor Group reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
Great Valley Advisor Group sold 7,795 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2025, an estimated $674K.
Great Valley Advisor Group first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2024 and held it in 5 quarters.
Great Valley Advisor Group's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $2.44M in Q2 2024.
106 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2025.

Based on Great Valley Advisor Group's 13F filing for Q3 2025, filed 14 Nov 2025.