Napa Wealth Management’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$629K Buy
20,725
+1,791
+9% +$54.2K 0.3% 82
2025
Q2
$580K Sell
18,934
-1,436
-7% -$44K 0.28% 81
2025
Q1
$641K Sell
20,370
-264
-1% -$8.38K 0.36% 76
2024
Q4
$656K Sell
20,634
-5,310
-20% -$172K 0.28% 99
2024
Q3
$851K Buy
+25,944
New +$847K 0.4% 77

Other funds holding HYGW

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

Napa Wealth Management increased its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 9.5% in Q3 2025, buying an estimated $54.2K and bringing the position to 20,725 shares worth $629K. The position accounts for 0.3% of the portfolio, ranked #82.

Napa Wealth Management first reported a position in HYGW in Q3 2024 and has held it in 5 quarters since. The position peaked at $851K in Q3 2024. 73 funds tracked by Wall St. Rank hold HYGW as of Q3 2025.

  • Napa Wealth Management held 20,725 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $629K as of Q3 2025.
  • Napa Wealth Management bought 1,791 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q3 2025, an estimated $54.2K.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.3% of Napa Wealth Management's portfolio in Q3 2025, its #82 holding.
  • Napa Wealth Management first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q3 2024 and has held it in 5 quarters since.
  • Napa Wealth Management's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $851K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q3 2025.

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