JWCA
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J.W. Cole Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

J.W. Cole 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 		– Sell
-2,387
Closed -$206K – 1073
2025
Q4 		$206K Sell
2,387
-38
-2% -$3.27K 0.01% 1293
2025
Q3 		$211K Sell
2,425
-550
-18% -$47.5K ﹤0.01% 1412
2025
Q2 		$257K Buy
+2,975
New +$252K 0.01% 1215

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 $2.23B AUM 11.22% 1-Year Est. Return

J.W. Cole Advisors's HYGH Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2026, closing a stake of 2,387 shares — an estimated $206K sold.

J.W. Cole Advisors first reported a position in HYGH in Q2 2025 and held it in 3 quarters. The position peaked at $257K in Q2 2025. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 2,387 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $206K.
  • J.W. Cole Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2025 and held it in 3 quarters.
  • J.W. Cole Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $257K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.