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Legacy Wealth Management (Idaho)’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio HYGW Stock Details HYGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$158 – 815
2025
Q1 		$158 Buy
+5
New +$159 ﹤0.01% 779

Other funds holding HYGW

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $305M AUM 19.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s HYGW Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q2 2025, closing a stake of 5 shares — an estimated $158 sold.

Legacy Wealth Management (Idaho) first reported a position in HYGW in Q1 2025 and held it in 1 quarter. The position peaked at $158 in Q1 2025. 67 funds tracked by Wall St. Rank hold HYGW as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 5 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2025, an estimated $158.
  • Legacy Wealth Management (Idaho) first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $158 in Q1 2025.
  • 67 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.