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

IBEX 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
2026
Q2 		$1.45M Buy
16,708
+7,373
+79% +$637K 0.11% 97
2026
Q1 		$799K Sell
9,335
-17,504
-65% -$1.51M 0.07% 127
2025
Q4 		$2.31M Buy
26,839
+2,229
+9% +$192K 0.23% 81
2025
Q3 		$2.14M Buy
24,610
+1,471
+6% +$127K 0.2% 85
2025
Q2 		$2M Buy
23,139
+2,310
+11% +$196K 0.21% 80
2025
Q1 		$1.77M Buy
20,829
+118
+0.6% +$10.2K 0.23% 83
2024
Q4 		$1.79M Buy
+20,711
New +$1.79M 0.21% 84

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

IBEX Wealth Advisors's HYGH Position: Q2 2026 in Review

IBEX Wealth Advisors increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 79% in Q2 2026, buying an estimated $637K and bringing the position to 16,708 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #97.

IBEX Wealth Advisors first reported a position in HYGH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q4 2025. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • IBEX Wealth Advisors held 16,708 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $1.45M as of Q2 2026.
  • IBEX Wealth Advisors bought 7,373 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $637K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.11% of IBEX Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • IBEX Wealth Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • IBEX Wealth Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $2.31M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.