MYIA
HYGW icon

Mount Yale Investment Advisors’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-941
Closed -$28.8K – 1089
2025
Q2 		$28.8K Buy
+941
New +$28.8K ﹤0.01% 964

Other funds holding HYGW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mount Yale Investment Advisors's HYGW Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q3 2025, closing a stake of 941 shares — an estimated $28.8K sold.

Mount Yale Investment Advisors first reported a position in HYGW in Q2 2025 and held it in 1 quarter. The position peaked at $28.8K in Q2 2025. 73 funds tracked by Wall St. Rank hold HYGW as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 941 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q3 2025, an estimated $28.8K.
  • Mount Yale Investment Advisors first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $28.8K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.