HCA
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Heck Capital Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Heck Capital Advisors’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
Q2 		– Sell
-8,458
Closed -$721K – 211
2025
Q1 		$721K Buy
8,458
+5,303
+168% +$459K 0.08% 99
2024
Q4 		$272K Buy
+3,155
New +$273K 0.03% 136

Other funds holding HYGH

LPL Financial
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
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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 $2.23B AUM 11.22% 1-Year Est. Return

Heck Capital Advisors's HYGH Position: Q2 2025 in Review

Heck Capital Advisors sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2025, closing a stake of 8,458 shares — an estimated $721K sold.

Heck Capital Advisors first reported a position in HYGH in Q4 2024 and held it in 2 quarters. The position peaked at $721K in Q1 2025. 96 funds tracked by Wall St. Rank hold HYGH as of Q2 2025.

  • Heck Capital Advisors reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 8,458 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2025, an estimated $721K.
  • Heck Capital Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
  • Heck Capital Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $721K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.