GVAG
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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
2026
Q2 		$575K Buy
+6,634
New +$573K 0.01% 678
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

AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Envestnet Asset Management
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
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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Great Valley Advisor Group's HYGH Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2026: 6,634 shares worth $575K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in HYGH as recently as Q2 2025.

Great Valley Advisor Group first reported a position in HYGH in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.44M in Q2 2024. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • Great Valley Advisor Group held 6,634 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $575K as of Q2 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF was a new Great Valley Advisor Group position in Q2 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #678 holding.
  • Great Valley Advisor Group first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • Great Valley Advisor Group's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $2.44M in Q2 2024.
  • 105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.