Mather Group’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Mather Group’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 Q1	$548K	Buy	+18,586	New	+$553K	0.01%	467

Other funds holding HYGW

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mather Group's HYGW Position: Q1 2026 in Review

Mather Group opened a new position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q1 2026: 18,586 shares worth $548K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings.

76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

Mather Group held 18,586 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $548K as of Q1 2026.
iShares High Yield Corporate Bond BuyWrite Strategy ETF was a new Mather Group position in Q1 2026.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #467 holding.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.