HOWA
HYGH icon

Heritage Oak Wealth Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Heritage Oak Wealth 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
2024
Q4 		– Sell
-49,251
Closed -$4.25M – 113
2024
Q3 		$4.25M Buy
+49,251
New +$4.19M 1.96% 13

Other funds holding HYGH

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Heritage Oak Wealth Advisors's HYGH Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2024, closing a stake of 49,251 shares — an estimated $4.25M sold.

Heritage Oak Wealth Advisors first reported a position in HYGH in Q3 2024 and held it in 1 quarter. The position peaked at $4.25M in Q3 2024. 83 funds tracked by Wall St. Rank hold HYGH as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 49,251 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2024, an estimated $4.25M.
  • Heritage Oak Wealth Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $4.25M in Q3 2024.
  • 83 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.