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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
Q2 		$4.79M Buy
55,287
+2,093
+4% +$181K 2.58% 13
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

AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Live Oak Investment Partners's HYGH Position: Q2 2026 in Review

Live Oak Investment Partners increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 3.9% in Q2 2026, buying an estimated $181K and bringing the position to 55,287 shares worth $4.79M. The position accounts for 2.58% of the portfolio, ranked #13.

Live Oak Investment Partners first reported a position in HYGH in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • Live Oak Investment Partners held 55,287 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $4.79M as of Q2 2026.
  • Live Oak Investment Partners bought 2,093 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $181K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 2.58% of Live Oak Investment Partners's portfolio in Q2 2026, its #13 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 3 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.