NewEdge Advisors’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

NewEdge 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
2026 Q1	$1.6M	Buy	54,272 +32,256	+147%	+$960K	0.01%	1219
2025 Q4	$657K	Buy	22,016 +10,151	+86%	+$305K	﹤0.01%	1764
2025 Q3	$360K	Buy	11,865 +462	+4%	+$14K	﹤0.01%	2047
2025 Q2	$349K	Buy	11,403 +1,189	+12%	+$36.4K	﹤0.01%	1926
2025 Q1	$321K	Buy	10,214 +544	+6%	+$17.3K	﹤0.01%	1853
2024 Q4	$307K	Buy	+9,670	New	+$313K	﹤0.01%	1861

Other funds holding HYGW

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NewEdge Advisors's HYGW Position: Q1 2026 in Review

NewEdge Advisors increased its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 147% in Q1 2026, buying an estimated $960K and bringing the position to 54,272 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #1219.

NewEdge Advisors first reported a position in HYGW in Q4 2024 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

NewEdge Advisors held 54,272 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $1.6M as of Q1 2026.
NewEdge Advisors bought 32,256 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $960K.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1219 holding.
NewEdge Advisors first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 6 quarters since.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.