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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

IBEX Wealth Advisors's HYGH Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 65% in Q1 2026, selling an estimated $1.51M and leaving 9,335 shares worth $799K. The position accounts for 0.07% of the portfolio, ranked #127.

IBEX Wealth Advisors first reported a position in HYGH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.31M in Q4 2025. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • IBEX Wealth Advisors held 9,335 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $799K as of Q1 2026.
  • IBEX Wealth Advisors sold 17,504 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $1.51M.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.07% of IBEX Wealth Advisors's portfolio in Q1 2026, its #127 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 6 quarters since.
  • IBEX Wealth Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $2.31M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.