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HYGH icon

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
Q3 		$333K Hold
3,835
– – 0.13% 107
2026
Q2 		$332K Buy
+3,835
New +$331K 0.12% 111

Other funds holding HYGH

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

JBR Co Financial Management's HYGH Position: Q3 2026 in Review

JBR Co Financial Management held its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) position steady in Q3 2026 at 3,835 shares worth $333K. The position accounts for 0.13% of the portfolio, ranked #107.

JBR Co Financial Management first reported a position in HYGH in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold HYGH as of Q3 2026.

  • JBR Co Financial Management held 3,835 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $333K as of Q3 2026.
  • JBR Co Financial Management left its iShares Interest Rate Hedged High Yield Bond ETF share count unchanged in Q3 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.13% of JBR Co Financial Management's portfolio in Q3 2026, its #107 holding.
  • JBR Co Financial Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2026.

Based on JBR Co Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.