Kovack Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Kovack 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	$4.15M	Buy	47,790 +337	+0.7%	+$29.1K	0.2%	107
2026 Q1	$4.07M	Buy	47,453 +2,289	+5%	+$197K	0.22%	92
2025 Q4	$3.89M	Sell	45,164 -47,760	-51%	-$4.11M	0.18%	104
2025 Q3	$8.07M	Buy	92,924 +6,106	+7%	+$527K	0.76%	24
2025 Q2	$7.51M	Sell	86,818 -39,161	-31%	-$3.32M	0.74%	24
2025 Q1	$10.7M	Sell	125,979 -305	-0.2%	-$26.4K	1.14%	14
2024 Q4	$10.9M	Buy	+126,284	New	+$10.9M	1.07%	14

Other funds holding HYGH

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

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

SIS

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Kovack Advisors's HYGH Position: Q2 2026 in Review

Kovack Advisors increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 0.71% in Q2 2026, buying an estimated $29.1K and bringing the position to 47,790 shares worth $4.15M. The position accounts for 0.2% of the portfolio, ranked #107.

Kovack Advisors first reported a position in HYGH in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q4 2024. 46 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

Kovack Advisors held 47,790 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $4.15M as of Q2 2026.
Kovack Advisors bought 337 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $29.1K.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.2% of Kovack Advisors's portfolio in Q2 2026, its #107 holding.
Kovack Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Kovack Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $10.9M in Q4 2024.
46 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.