Summit Wealth Group, LLC/OK’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Summit Wealth Group, LLC/OK’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 Q3	$1.55M	Sell	18,046 -5,197	-22%	-$449K	2.62%	15
2026 Q2	$2.01M	Buy	23,243 +479	+2%	+$41.4K	2.61%	14
2026 Q1	$1.95M	Buy	22,764 +6,974	+44%	+$601K	2.72%	12
2025 Q4	$1.36M	Buy	+15,790	New	+$1.36M	1.4%	21

Other funds holding HYGH

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 12.75% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Summit Wealth Group, LLC/OK's HYGH Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 22% in Q3 2026, selling an estimated $449K and leaving 18,046 shares worth $1.55M. The position accounts for 2.62% of the portfolio, ranked #15.

Summit Wealth Group, LLC/OK first reported a position in HYGH in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.01M in Q2 2026. 107 funds tracked by Wall St. Rank hold HYGH as of Q3 2026.

Summit Wealth Group, LLC/OK held 18,046 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $1.55M as of Q3 2026.
Summit Wealth Group, LLC/OK sold 5,197 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2026, an estimated $449K.
iShares Interest Rate Hedged High Yield Bond ETF made up 2.62% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #15 holding.
Summit Wealth Group, LLC/OK first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2025 and has held it in 4 quarters since.
Summit Wealth Group, LLC/OK's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $2.01M in Q2 2026.
107 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.