LPL Financial
HYGH icon

LPL Financial’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

LPL Financial’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 		$25.6M Buy
298,571
+29,836
+11% +$2.57M 0.01% 1303
2025
Q4 		$23.2M Buy
268,735
+11,505
+4% +$991K 0.01% 1313
2025
Q3 		$22.3M Buy
257,230
+66,872
+35% +$5.77M 0.01% 1296
2025
Q2 		$16.5M Sell
190,358
-22,241
-10% -$1.89M 0.01% 1383
2025
Q1 		$18.1M Buy
212,599
+94,050
+79% +$8.14M 0.01% 1207
2024
Q4 		$10.2M Buy
118,549
+16,159
+16% +$1.4M ﹤0.01% 1533
2024
Q3 		$8.83M Buy
102,390
+18,801
+22% +$1.6M ﹤0.01% 1546
2024
Q2 		$7.11M Buy
83,589
+21,213
+34% +$1.81M ﹤0.01% 1601
2024
Q1 		$5.35M Buy
62,376
+16,235
+35% +$1.38M ﹤0.01% 1723
2023
Q4 		$3.88M Sell
46,141
-6,680
-13% -$556K ﹤0.01% 1864
2023
Q3 		$4.4M Sell
52,821
-4,167
-7% -$349K ﹤0.01% 1674
2023
Q2 		$4.77M Sell
56,988
-5,276
-8% -$433K ﹤0.01% 1588
2023
Q1 		$5.15M Buy
62,264
+2,304
+4% +$191K ﹤0.01% 1493
2022
Q4 		$4.92M Sell
59,960
-18,049
-23% -$1.49M ﹤0.01% 1469
2022
Q3 		$6.25M Buy
78,009
+10,185
+15% +$836K 0.01% 1224
2022
Q2 		$5.39M Buy
67,824
+19,208
+40% +$1.61M 0.01% 1340
2022
Q1 		$4.24M Buy
48,616
+2,613
+6% +$225K ﹤0.01% 1544
2021
Q4 		$4.05M Buy
46,003
+7,571
+20% +$663K ﹤0.01% 1590
2021
Q3 		$3.37M Buy
38,432
+2,641
+7% +$231K ﹤0.01% 1658
2021
Q2 		$3.15M Buy
35,791
+6,635
+23% +$581K ﹤0.01% 1652
2021
Q1 		$2.56M Buy
29,156
+20,941
+255% +$1.82M ﹤0.01% 1659
2020
Q4 		$709K Buy
8,215
+692
+9% +$58.7K ﹤0.01% 2458
2020
Q3 		$623K Sell
7,523
-2,717
-27% -$225K ﹤0.01% 2299
2020
Q2 		$823K Sell
10,240
-4,614
-31% -$367K ﹤0.01% 1990
2020
Q1 		$1.14M Sell
14,854
-5,370
-27% -$457K ﹤0.01% 1536
2019
Q4 		$1.81M Sell
20,224
-1,792
-8% -$158K ﹤0.01% 1417
2019
Q3 		$1.94M Sell
22,016
-13,768
-38% -$1.21M ﹤0.01% 1273
2019
Q2 		$3.17M Sell
35,784
-5,666
-14% -$504K 0.01% 987
2019
Q1 		$3.71M Buy
41,450
+112
+0.3% +$9.93K 0.01% 888
2018
Q4 		$3.5M Buy
41,338
+5,514
+15% +$493K 0.01% 834
2018
Q3 		$3.31M Buy
35,824
+13,973
+64% +$1.28M 0.01% 918
2018
Q2 		$1.98M Buy
21,851
+786
+4% +$71.7K 0.01% 1142
2018
Q1 		$1.91M Buy
21,065
+591
+3% +$53.9K 0.01% 1142
2017
Q4 		$1.86M Sell
20,474
-2,531
-11% -$231K 0.01% 1118
2017
Q3 		$2.11M Buy
23,005
+3,875
+20% +$353K 0.01% 963
2017
Q2 		$1.75M Sell
19,130
-3,837
-17% -$349K 0.01% 1018
2017
Q1 		$2.09M Buy
22,967
+15,499
+208% +$1.4M 0.01% 816
2016
Q4 		$671K Buy
7,468
+4,844
+185% +$428K 0.01% 1483
2016
Q3 		$230K Buy
+2,624
New +$228K ﹤0.01% 2313
2016
Q2 		– Sell
-3,752
Closed -$307K – 2778
2016
Q1 		$307K Hold
3,752
– – ﹤0.01% 2494
2015
Q4 		$310K Buy
3,752
+398
+12% +$34K ﹤0.01% 2510
2015
Q3 		$284K Buy
3,354
+418
+14% +$37.4K ﹤0.01% 2237
2015
Q2 		$269K Sell
2,936
-168
-5% -$15.7K ﹤0.01% 2397
2015
Q1 		$290K Buy
3,104
+401
+15% +$37.7K ﹤0.01% 2283
2014
Q4 		$253K Sell
2,703
-2,449
-48% -$233K ﹤0.01% 2310
2014
Q3 		$500K Buy
+5,152
New +$510K ﹤0.01% 1788

Other funds holding HYGH

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 $666B AUM 30.12% 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 $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 $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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

LPL Financial's HYGH Position: Q1 2026 in Review

LPL Financial increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 11% in Q1 2026, buying an estimated $2.57M and bringing the position to 298,571 shares worth $25.6M. The position accounts for 0.01% of the portfolio, ranked #1303.

LPL Financial first reported a position in HYGH in Q3 2014 and has held it in 46 quarters since. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • LPL Financial held 298,571 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $25.6M as of Q1 2026.
  • LPL Financial bought 29,836 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $2.57M.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1303 holding.
  • LPL Financial first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2014 and has held it in 46 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.