MAI Capital Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

MAI Capital Management’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	–	Sell	-55	Closed	-$4.71K	–	3276
2026 Q1	$4.71K	Hold	55	–	–	﹤0.01%	3545
2025 Q4	$4.74K	Hold	55	–	–	﹤0.01%	3139
2025 Q3	$4.78K	Hold	55	–	–	﹤0.01%	3032
2025 Q2	$4.76K	Hold	55	–	–	﹤0.01%	3067
2025 Q1	$4.69K	Hold	55	–	–	﹤0.01%	2738
2024 Q4	$4.75K	Buy	+55	New	+$4.75K	﹤0.01%	2791

Other funds holding HYGH

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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 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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

MAI Capital Management's HYGH Position: Q2 2026 in Review

MAI Capital Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2026, closing a stake of 55 shares — an estimated $4.71K sold.

MAI Capital Management first reported a position in HYGH in Q4 2024 and held it in 6 quarters. The position peaked at $4.78K in Q3 2025. 104 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

MAI Capital Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 55 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $4.71K.
MAI Capital Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $4.78K in Q3 2025.
104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.