KKM Financial’s ProShares High Yield-Interest Rate Hedged ETF HYHG Stock Holding History

KKM Financial’s Portfolio HYHG Stock Details HYHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$212K	Sell	3,270 -930	-22%	-$60.2K	0.03%	167
2026 Q1	$270K	Hold	4,200	–	–	0.05%	157
2025 Q4	$270K	Sell	4,200 -2,531	-38%	-$163K	0.05%	157
2025 Q3	$438K	Sell	6,731 -63	-0.9%	-$4.08K	0.14%	103
2025 Q2	$440K	Sell	6,794 -1,743	-20%	-$111K	0.15%	107
2025 Q1	$547K	Sell	8,537 -1	-0%	-$66	0.23%	86
2024 Q4	$560K	Buy	8,538 +779	+10%	+$50.9K	0.23%	87
2024 Q3	$503K	Buy	7,759 +2,534	+48%	+$162K	0.25%	84
2024 Q2	$335K	Buy	5,225 +389	+8%	+$24.9K	0.16%	119
2024 Q1	$309K	Buy	+4,836	New	+$307K	0.15%	119

Other funds holding HYHG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

KKM Financial's HYHG Position: Q2 2026 in Review

KKM Financial reduced its ProShares High Yield-Interest Rate Hedged ETF (HYHG) stake by 22% in Q2 2026, selling an estimated $60.2K and leaving 3,270 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #167.

KKM Financial first reported a position in HYHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $560K in Q4 2024. 53 funds tracked by Wall St. Rank hold HYHG as of Q2 2026.

KKM Financial held 3,270 shares of ProShares High Yield-Interest Rate Hedged ETF worth $212K as of Q2 2026.
KKM Financial sold 930 ProShares High Yield-Interest Rate Hedged ETF shares in Q2 2026, an estimated $60.2K.
ProShares High Yield-Interest Rate Hedged ETF made up 0.03% of KKM Financial's portfolio in Q2 2026, its #167 holding.
KKM Financial first reported a position in ProShares High Yield-Interest Rate Hedged ETF in Q1 2024 and has held it in 10 quarters since.
KKM Financial's ProShares High Yield-Interest Rate Hedged ETF position peaked at $560K in Q4 2024.
53 funds tracked by Wall St. Rank held ProShares High Yield-Interest Rate Hedged ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.