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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWAG

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

MWM

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

MATAURO New York $692M AUM 26.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

New Wave Wealth Advisors's HYGH Position: Q1 2026 in Review

New Wave Wealth Advisors reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 40% in Q1 2026, selling an estimated $621K and leaving 11,042 shares worth $945K. The position accounts for 0.33% of the portfolio, ranked #58.

New Wave Wealth Advisors first reported a position in HYGH in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.25M in Q3 2024. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

New Wave Wealth Advisors held 11,042 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $945K as of Q1 2026.
New Wave Wealth Advisors sold 7,211 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $621K.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.33% of New Wave Wealth Advisors's portfolio in Q1 2026, its #58 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 8 quarters since.
New Wave Wealth Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $4.25M in Q3 2024.
101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.