Lockerman Financial Group’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Lockerman Financial Group’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
2026 Q1	–	Sell	-7,942	Closed	-$237K	–	89
2025 Q4	$237K	Buy	7,942 +277	+4%	+$8.32K	0.45%	72
2025 Q3	$233K	Buy	+7,665	New	+$232K	0.29%	109

Other funds holding HYGW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lockerman Financial Group's HYGW Position: Q1 2026 in Review

Lockerman Financial Group sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q1 2026, closing a stake of 7,942 shares — an estimated $237K sold.

Lockerman Financial Group first reported a position in HYGW in Q3 2025 and held it in 2 quarters. The position peaked at $237K in Q4 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

Lockerman Financial Group reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q1 2026 after selling out during the quarter.
Lockerman Financial Group sold 7,942 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $237K.
Lockerman Financial Group first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q3 2025 and held it in 2 quarters.
Lockerman Financial Group's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $237K in Q4 2025.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Lockerman Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.