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Live Oak Investment Partners’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Live Oak Investment Partners’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 		$4.55M Buy
53,194
+13,374
+34% +$1.15M 2.69% 11
2025
Q4 		$3.43M Buy
+39,820
New +$3.43M 2.11% 14

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $692M AUM 26.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Live Oak Investment Partners's HYGH Position: Q1 2026 in Review

Live Oak Investment Partners increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 34% in Q1 2026, buying an estimated $1.15M and bringing the position to 53,194 shares worth $4.55M. The position accounts for 2.69% of the portfolio, ranked #11.

Live Oak Investment Partners first reported a position in HYGH in Q4 2025 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Live Oak Investment Partners held 53,194 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $4.55M as of Q1 2026.
  • Live Oak Investment Partners bought 13,374 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $1.15M.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 2.69% of Live Oak Investment Partners's portfolio in Q1 2026, its #11 holding.
  • Live Oak Investment Partners first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.