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JBR Co Financial Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

JBR Co Financial Management’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 		$332K Buy
+3,835
New +$331K 0.12% 111

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

JBR Co Financial Management's HYGH Position: Q2 2026 in Review

JBR Co Financial Management opened a new position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2026: 3,835 shares worth $332K. The stake represents 0.12% of the portfolio and ranks #111 among its holdings.

104 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • JBR Co Financial Management held 3,835 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $332K as of Q2 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF was a new JBR Co Financial Management position in Q2 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.12% of JBR Co Financial Management's portfolio in Q2 2026, its #111 holding.
  • 104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.