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 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

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

IFP Advisors's HYGW Position: Q1 2026 in Review

IFP Advisors reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 52% in Q1 2026, selling an estimated $18.4K and leaving 561 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2874.

IFP Advisors first reported a position in HYGW in Q3 2023 and has held it in 11 quarters since. The position peaked at $43.9K in Q3 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

IFP Advisors held 561 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $16.5K as of Q1 2026.
IFP Advisors sold 619 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $18.4K.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2874 holding.
IFP Advisors first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q3 2023 and has held it in 11 quarters since.
IFP Advisors's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $43.9K 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 IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.