New Wave Wealth Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

New Wave Wealth Advisors’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	$993K	Buy	11,460 +418	+4%	+$36.1K	0.27%	82
2026 Q1	$945K	Sell	11,042 -7,211	-40%	-$621K	0.33%	58
2025 Q4	$1.57M	Buy	18,253 +446	+3%	+$38.4K	0.58%	36
2025 Q3	$1.55M	Sell	17,807 -30,955	-63%	-$2.67M	0.6%	36
2025 Q2	$4.22M	Sell	48,762 -106	-0.2%	-$8.99K	1.79%	15
2025 Q1	$4.16M	Buy	48,868 +1,791	+4%	+$155K	1.87%	16
2024 Q4	$4.07M	Sell	47,077 -2,174	-4%	-$188K	1.67%	16
2024 Q3	$4.25M	Buy	49,251 +1,357	+3%	+$115K	1.96%	13
2024 Q2	$4.07M	Buy	+47,894	New	+$4.08M	2.19%	9

Other funds holding HYGH

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

New Wave Wealth Advisors's HYGH Position: Q2 2026 in Review

New Wave Wealth Advisors increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 3.8% in Q2 2026, buying an estimated $36.1K and bringing the position to 11,460 shares worth $993K. The position accounts for 0.27% of the portfolio, ranked #82.

New Wave Wealth Advisors first reported a position in HYGH in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.25M in Q3 2024. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

New Wave Wealth Advisors held 11,460 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $993K as of Q2 2026.
New Wave Wealth Advisors bought 418 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $36.1K.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.27% of New Wave Wealth Advisors's portfolio in Q2 2026, its #82 holding.
New Wave Wealth Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $4.25M in Q3 2024.
105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.