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Perigon Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Perigon Wealth Management’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
Q2 		$537K Hold
6,200
– – 0.01% 857
2026
Q1 		$531K Sell
6,200
-800
-11% -$68.9K 0.01% 778
2025
Q4 		$603K Buy
7,000
+1,400
+25% +$121K 0.01% 705
2025
Q3 		$486K Sell
5,600
-2,250
-29% -$194K 0.01% 754
2025
Q2 		$679K Buy
+7,850
New +$666K 0.02% 591

Other funds holding HYGH

AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Perigon Wealth Management's HYGH Position: Q2 2026 in Review

Perigon Wealth Management held its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) position steady in Q2 2026 at 6,200 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #857.

Perigon Wealth Management first reported a position in HYGH in Q2 2025 and has held it in 5 quarters since. The position peaked at $679K in Q2 2025. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • Perigon Wealth Management held 6,200 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $537K as of Q2 2026.
  • Perigon Wealth Management left its iShares Interest Rate Hedged High Yield Bond ETF share count unchanged in Q2 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #857 holding.
  • Perigon Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $679K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.