PWM
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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $2.07B AUM 4.33% 1-Year Est. Return

Perigon Wealth Management's HYGH Position: Q1 2026 in Review

Perigon Wealth Management reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 11% in Q1 2026, selling an estimated $68.9K and leaving 6,200 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #778.

Perigon Wealth Management first reported a position in HYGH in Q2 2025 and has held it in 4 quarters since. The position peaked at $679K in Q2 2025. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Perigon Wealth Management held 6,200 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $531K as of Q1 2026.
  • Perigon Wealth Management sold 800 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $68.9K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #778 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 4 quarters since.
  • Perigon Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $679K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.