LPL Financial
HYGW icon

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

LPL Financial’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
Q2 		$5.39M Sell
185,074
-320,163
-63% -$9.31M ﹤0.01% 2729
2026
Q1 		$14.9M Sell
505,237
-398,256
-44% -$11.9M ﹤0.01% 1688
2025
Q4 		$27M Buy
903,493
+77,900
+9% +$2.34M 0.01% 1210
2025
Q3 		$25.1M Buy
825,593
+36,435
+5% +$1.1M 0.01% 1223
2025
Q2 		$24.2M Buy
789,158
+15,699
+2% +$481K 0.01% 1128
2025
Q1 		$24.3M Buy
773,459
+53,500
+7% +$1.7M 0.01% 1035
2024
Q4 		$22.9M Buy
719,959
+675,509
+1,520% +$21.8M 0.01% 1011
2024
Q3 		$1.46M Sell
44,450
-378
-0.8% -$12.3K ﹤0.01% 3028
2024
Q2 		$1.47M Buy
44,828
+11,689
+35% +$384K ﹤0.01% 2894
2024
Q1 		$1.11M Buy
33,139
+19,211
+138% +$644K ﹤0.01% 3076
2023
Q4 		$466K Buy
+13,928
New +$469K ﹤0.01% 3729

Other funds holding HYGW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
PCG
Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's HYGW Position: Q2 2026 in Review

LPL Financial reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 63% in Q2 2026, selling an estimated $9.31M and leaving 185,074 shares worth $5.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

LPL Financial first reported a position in HYGW in Q4 2023 and has held it in 11 quarters since. The position peaked at $27M in Q4 2025. 51 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • LPL Financial held 185,074 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $5.39M as of Q2 2026.
  • LPL Financial sold 320,163 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $9.31M.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2729 holding.
  • LPL Financial first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2023 and has held it in 11 quarters since.
  • LPL Financial's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $27M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.