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Mason & Associates (California)’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Mason & Associates (California)’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 		$2.71M Buy
31,246
+7
+0% +$605 0.44% 45
2026
Q1 		$2.65M Sell
31,239
-1,320
-4% -$114K 0.51% 40
2025
Q4 		$2.81M Buy
+32,559
New +$2.8M 0.53% 38

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
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Mason & Associates (California)'s HYGH Position: Q2 2026 in Review

Mason & Associates (California) increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 0.02% in Q2 2026, buying an estimated $605 and bringing the position to 31,246 shares worth $2.71M. The position accounts for 0.44% of the portfolio, ranked #45.

Mason & Associates (California) first reported a position in HYGH in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.81M in Q4 2025. 49 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • Mason & Associates (California) held 31,246 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $2.71M as of Q2 2026.
  • Mason & Associates (California) bought 7 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $605.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.44% of Mason & Associates (California)'s portfolio in Q2 2026, its #45 holding.
  • Mason & Associates (California) first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Mason & Associates (California)'s iShares Interest Rate Hedged High Yield Bond ETF position peaked at $2.81M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.