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

IFP 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 Q2	$15.7K	Sell	540 -21	-4%	-$611	﹤0.01%	3125
2026 Q1	$16.5K	Sell	561 -619	-52%	-$18.4K	﹤0.01%	2874
2025 Q4	$35.2K	Sell	1,180 -264	-18%	-$7.93K	﹤0.01%	2394
2025 Q3	$43.9K	Buy	1,444 +99	+7%	+$2.99K	﹤0.01%	2145
2025 Q2	$41.2K	Buy	1,345 +646	+92%	+$19.8K	﹤0.01%	2154
2025 Q1	$22K	Buy	699 +563	+414%	+$17.9K	﹤0.01%	2255
2024 Q4	$4.32K	Hold	136	–	–	﹤0.01%	2840
2024 Q3	$4.46K	Hold	136	–	–	﹤0.01%	2701
2024 Q2	$4.45K	Hold	136	–	–	﹤0.01%	2602
2024 Q1	$4.57K	Hold	136	–	–	﹤0.01%	2478
2023 Q4	$4.55K	Hold	136	–	–	﹤0.01%	2458
2023 Q3	$4.69K	Buy	+136	New	+$4.77K	﹤0.01%	2525

Other funds holding HYGW

HWAM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

PCG

Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

IFP Advisors's HYGW Position: Q2 2026 in Review

IFP Advisors reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 3.7% in Q2 2026, selling an estimated $611 and leaving 540 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

IFP Advisors first reported a position in HYGW in Q3 2023 and has held it in 12 quarters since. The position peaked at $43.9K in Q3 2025. 51 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

IFP Advisors held 540 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $15.7K as of Q2 2026.
IFP Advisors sold 21 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $611.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3125 holding.
IFP Advisors first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q3 2023 and has held it in 12 quarters since.
IFP Advisors's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $43.9K in Q3 2025.
51 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.