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

MATAURO’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	$10.4M	Buy	121,923 +10,530	+9%	+$907K	1.51%	17
2025 Q4	$9.6M	Sell	111,393 -9,934	-8%	-$855K	1.45%	17
2025 Q3	$10.5M	Buy	121,327 +7,872	+7%	+$680K	1.67%	15
2025 Q2	$9.82M	Sell	113,455 -3,789	-3%	-$322K	1.84%	13
2025 Q1	$9.99M	Buy	117,244 +15,532	+15%	+$1.34M	2.03%	15
2024 Q4	$8.78M	Buy	+101,712	New	+$8.79M	1.9%	17

Other funds holding HYGH

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

FIA

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

MATAURO's HYGH Position: Q1 2026 in Review

MATAURO increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 9.5% in Q1 2026, buying an estimated $907K and bringing the position to 121,923 shares worth $10.4M. The position accounts for 1.51% of the portfolio, ranked #17.

MATAURO first reported a position in HYGH in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.5M in Q3 2025. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

MATAURO held 121,923 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $10.4M as of Q1 2026.
MATAURO bought 10,530 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $907K.
iShares Interest Rate Hedged High Yield Bond ETF made up 1.51% of MATAURO's portfolio in Q1 2026, its #17 holding.
MATAURO first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
MATAURO's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $10.5M in Q3 2025.
101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on MATAURO's 13F filing for Q1 2026, filed 22 Apr 2026.