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

Lion Street 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
2025 Q3	$263K	Buy	+3,000	New	+$259K	0.09%	175
2023 Q3	–	Sell	-3,000	Closed	-$263K	–	277
2023 Q2	$263K	Buy	+3,000	New	+$246K	0.09%	190
2023 Q1	–	Sell	-3,000	Closed	-$263K	–	251
2022 Q4	$263K	Buy	+3,000	New	+$247K	0.14%	120
2022 Q3	–	Sell	-3,000	Closed	-$264K	–	147
2022 Q2	$264K	Hold	3,000	–	–	0.14%	119
2022 Q1	$261K	Hold	3,000	–	–	0.13%	113
2021 Q4	$264K	Hold	3,000	–	–	0.13%	124
2021 Q3	$264K	Buy	+3,000	New	+$263K	0.14%	114

Other funds holding HYGH

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

AWM

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

SIS

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Lion Street Advisors's HYGH Position: Q3 2025 in Review

Lion Street Advisors opened a new position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q3 2025: 3,000 shares worth $263K. The stake represents 0.09% of the portfolio and ranks #175 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in HYGH as recently as Q2 2023.

Lion Street Advisors first reported a position in HYGH in Q3 2021 and has held it in 7 quarters since. The position peaked at $264K in Q2 2022. 106 funds tracked by Wall St. Rank hold HYGH as of Q3 2025.

Lion Street Advisors held 3,000 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $263K as of Q3 2025.
iShares Interest Rate Hedged High Yield Bond ETF was a new Lion Street Advisors position in Q3 2025.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.09% of Lion Street Advisors's portfolio in Q3 2025, its #175 holding.
Lion Street Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2021 and has held it in 7 quarters since.
Lion Street Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $264K in Q2 2022.
106 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.