MWM
HYGH icon

Meridian Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Meridian Wealth 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
2025
Q3 		– Sell
-2,869
Closed -$248K – 716
2025
Q2 		$248K Buy
2,869
+314
+12% +$26.6K 0.01% 596
2025
Q1 		$218K Buy
2,555
+19
+0.7% +$1.65K 0.01% 586
2024
Q4 		$219K Buy
+2,536
New +$219K 0.01% 587

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
UBS Group
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
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Meridian Wealth Management's HYGH Position: Q3 2025 in Review

Meridian Wealth Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q3 2025, closing a stake of 2,869 shares — an estimated $248K sold.

Meridian Wealth Management first reported a position in HYGH in Q4 2024 and held it in 3 quarters. The position peaked at $248K in Q2 2025. 106 funds tracked by Wall St. Rank hold HYGH as of Q3 2025.

  • Meridian Wealth Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 2,869 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2025, an estimated $248K.
  • Meridian Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and held it in 3 quarters.
  • Meridian Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $248K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2025.

Based on Meridian Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.