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Oarsman Capital’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Oarsman Capital’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
2025
Q1 		– Sell
-100
Closed -$3.18K – 511
2024
Q4 		$3.18K Hold
100
– – ﹤0.01% 804
2024
Q3 		$3.28K Buy
+100
New +$3.26K ﹤0.01% 813

Other funds holding HYGW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $305M AUM 19.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oarsman Capital's HYGW Position: Q1 2025 in Review

Oarsman Capital sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q1 2025, closing a stake of 100 shares — an estimated $3.18K sold.

Oarsman Capital first reported a position in HYGW in Q3 2024 and held it in 2 quarters. The position peaked at $3.28K in Q3 2024. 68 funds tracked by Wall St. Rank hold HYGW as of Q1 2025.

  • Oarsman Capital reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 100 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2025, an estimated $3.18K.
  • Oarsman Capital first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $3.28K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.