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

Napa 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 		$582K Buy
6,701
+104
+2% +$8.98K 0.27% 85
2025
Q2 		$571K Sell
6,597
-247
-4% -$21K 0.27% 82
2025
Q1 		$583K Sell
6,844
-577
-8% -$49.9K 0.33% 83
2024
Q4 		$641K Buy
7,421
+1,577
+27% +$136K 0.28% 102
2024
Q3 		$504K Buy
+5,844
New +$497K 0.24% 97

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 $756M AUM 20.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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

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

Napa Wealth Management increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 1.6% in Q3 2025, buying an estimated $8.98K and bringing the position to 6,701 shares worth $582K. The position accounts for 0.27% of the portfolio, ranked #85.

Napa Wealth Management first reported a position in HYGH in Q3 2024 and has held it in 5 quarters since. The position peaked at $641K in Q4 2024. 106 funds tracked by Wall St. Rank hold HYGH as of Q3 2025.

  • Napa Wealth Management held 6,701 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $582K as of Q3 2025.
  • Napa Wealth Management bought 104 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2025, an estimated $8.98K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.27% of Napa Wealth Management's portfolio in Q3 2025, its #85 holding.
  • Napa Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • Napa Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $641K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.