MWM
HYGH icon

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

MinichMacGregor 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
2026
Q2 		$13.5M Buy
155,950
+9,479
+6% +$819K 2.05% 20
2026
Q1 		$12.5M Buy
146,471
+15,723
+12% +$1.35M 2.21% 13
2025
Q4 		$11.3M Buy
130,748
+8,619
+7% +$742K 2.04% 19
2025
Q3 		$10.6M Sell
122,129
-20,984
-15% -$1.81M 2.07% 18
2025
Q2 		$12.4M Sell
143,113
-16,401
-10% -$1.39M 2.65% 13
2025
Q1 		$13.6M Sell
159,514
-4,920
-3% -$426K 3.04% 8
2024
Q4 		$14.2M Buy
164,434
+8,781
+6% +$759K 2.95% 6
2024
Q3 		$13.4M Buy
155,653
+7,923
+5% +$674K 2.88% 6
2024
Q2 		$12.6M Buy
147,730
+67,173
+83% +$5.72M 3.07% 6
2024
Q1 		$6.9M Buy
80,557
+926
+1% +$78.6K 1.76% 23
2023
Q4 		$6.69M Sell
79,631
-11,927
-13% -$993K 1.93% 19
2023
Q3 		$7.63M Buy
91,558
+662
+0.7% +$55.4K 2.53% 11
2023
Q2 		$7.61M Buy
90,896
+1,032
+1% +$84.7K 2.38% 12
2023
Q1 		$7.44M Sell
89,864
-728
-0.8% -$60.3K 2.46% 13
2022
Q4 		$7.43M Sell
90,592
-1,081
-1% -$89K 2.68% 13
2022
Q3 		$7.34M Sell
91,673
-109
-0.1% -$8.95K 2.93% 12
2022
Q2 		$7.29M Sell
91,782
-35,045
-28% -$2.93M 3% 12
2022
Q1 		$11M Buy
+126,827
New +$10.9M 3.53% 6

Other funds holding HYGH

AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

MinichMacGregor Wealth Management's HYGH Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 6.5% in Q2 2026, buying an estimated $819K and bringing the position to 155,950 shares worth $13.5M. The position accounts for 2.05% of the portfolio, ranked #20.

MinichMacGregor Wealth Management first reported a position in HYGH in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.2M in Q4 2024. 13 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • MinichMacGregor Wealth Management held 155,950 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $13.5M as of Q2 2026.
  • MinichMacGregor Wealth Management bought 9,479 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $819K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 2.05% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #20 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • MinichMacGregor Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $14.2M in Q4 2024.
  • 13 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.