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Leo Wealth LLC’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Leo Wealth LLC’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
Q1 		$320K Sell
3,742
-99
-3% -$8.53K 0.02% 347
2025
Q4 		$331K Hold
3,841
– – 0.02% 331
2025
Q3 		$334K Buy
+3,841
New +$332K 0.04% 218

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AF
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

Leo Wealth LLC's HYGH Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 2.6% in Q1 2026, selling an estimated $8.53K and leaving 3,742 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #347.

Leo Wealth LLC first reported a position in HYGH in Q3 2025 and has held it in 3 quarters since. The position peaked at $334K in Q3 2025. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Leo Wealth LLC held 3,742 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $320K as of Q1 2026.
  • Leo Wealth LLC sold 99 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $8.53K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #347 holding.
  • Leo Wealth LLC first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Leo Wealth LLC's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $334K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.