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
Q2 		$201K Buy
+2,316
New +$200K ﹤0.01% 1513
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

AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

J.W. Cole Advisors's HYGH Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2026: 2,316 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1513 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in HYGH as recently as Q4 2025.

J.W. Cole Advisors first reported a position in HYGH in Q2 2025 and has held it in 4 quarters since. The position peaked at $257K in Q2 2025. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • J.W. Cole Advisors held 2,316 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $201K as of Q2 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1513 holding.
  • J.W. Cole Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • J.W. Cole Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $257K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.