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Independent Financial Group’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Independent Financial Group’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
2025
Q4 		– Sell
-2,379
Closed -$207K – 1439
2025
Q3 		$207K Buy
+2,379
New +$205K 0.01% 1275
2024
Q3 		– Sell
-2,449
Closed -$208K – 1160
2024
Q2 		$208K Sell
2,449
-804
-25% -$68.5K 0.01% 1012
2024
Q1 		$279K Sell
3,253
-200
-6% -$17K 0.01% 814
2023
Q4 		$290K Sell
3,453
-4,923
-59% -$410K 0.02% 735
2023
Q3 		$698K Sell
8,376
-1,650
-16% -$138K 0.05% 408
2023
Q2 		$840K Sell
10,026
-1,449
-13% -$119K 0.06% 352
2023
Q1 		$950K Buy
11,475
+1,660
+17% +$137K 0.08% 289
2022
Q4 		$805K Buy
9,815
+160
+2% +$13.2K 0.07% 298
2022
Q3 		$773K Sell
9,655
-500
-5% -$41K 0.07% 287
2022
Q2 		$807K Buy
10,155
+7,255
+250% +$608K 0.09% 269
2022
Q1 		$253K Buy
+2,900
New +$250K 0.02% 667

Other funds holding HYGH

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
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Independent Financial Group's HYGH Position: Q4 2025 in Review

Independent Financial Group sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2025, closing a stake of 2,379 shares — an estimated $207K sold.

Independent Financial Group first reported a position in HYGH in Q1 2022 and held it in 11 quarters. The position peaked at $950K in Q1 2023. 97 funds tracked by Wall St. Rank hold HYGH as of Q4 2025.

  • Independent Financial Group reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 2,379 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2025, an estimated $207K.
  • Independent Financial Group first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2022 and held it in 11 quarters.
  • Independent Financial Group's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $950K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.