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HYGH icon

ORG Partners’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

ORG Partners’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
2025
Q4 		$276K Hold
3,200
– – 0.05% 278
2025
Q3 		$278K Hold
3,200
– – 0.05% 286
2025
Q2 		$277K Hold
3,200
– – 0.06% 261
2025
Q1 		$273K Buy
+3,200
New +$277K 0.07% 224

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

ORG Partners's HYGH Position: Q4 2025 in Review

ORG Partners held its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) position steady in Q4 2025 at 3,200 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #278.

ORG Partners first reported a position in HYGH in Q1 2025 and has held it in 4 quarters since. The position peaked at $278K in Q3 2025. 97 funds tracked by Wall St. Rank hold HYGH as of Q4 2025.

  • ORG Partners held 3,200 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $276K as of Q4 2025.
  • ORG Partners left its iShares Interest Rate Hedged High Yield Bond ETF share count unchanged in Q4 2025.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.05% of ORG Partners's portfolio in Q4 2025, its #278 holding.
  • ORG Partners first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • ORG Partners's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $278K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.