Icon Wealth Advisors’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Icon Wealth Advisors’s Portfolio HYGW Stock Details HYGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-16,444	Closed	-$491K	–	411
2025 Q4	$491K	Sell	16,444 -1,435	-8%	-$43.1K	0.03%	253
2025 Q3	$543K	Buy	17,879 +651	+4%	+$19.7K	0.04%	246
2025 Q2	$527K	Buy	17,228 +177	+1%	+$5.42K	0.04%	240
2025 Q1	$536K	Buy	17,051 +434	+3%	+$13.8K	0.04%	212
2024 Q4	$528K	Buy	+16,617	New	+$537K	0.04%	210

Other funds holding HYGW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Icon Wealth Advisors's HYGW Position: Q1 2026 in Review

Icon Wealth Advisors sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q1 2026, closing a stake of 16,444 shares — an estimated $491K sold.

Icon Wealth Advisors first reported a position in HYGW in Q4 2024 and held it in 5 quarters. The position peaked at $543K in Q3 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

Icon Wealth Advisors reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q1 2026 after selling out during the quarter.
Icon Wealth Advisors sold 16,444 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $491K.
Icon Wealth Advisors first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and held it in 5 quarters.
Icon Wealth Advisors's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $543K in Q3 2025.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.