QP
HYGH icon

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

Quartz 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
Q3 		– Sell
-2,956
Closed -$256K – 186
2025
Q2 		$256K Buy
+2,956
New +$251K 0.12% 152

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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
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Quartz Partners's HYGH Position: Q3 2025 in Review

Quartz Partners sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q3 2025, closing a stake of 2,956 shares — an estimated $256K sold.

Quartz Partners first reported a position in HYGH in Q2 2025 and held it in 1 quarter. The position peaked at $256K in Q2 2025. 106 funds tracked by Wall St. Rank hold HYGH as of Q3 2025.

  • Quartz Partners reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Quartz Partners sold 2,956 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2025, an estimated $256K.
  • Quartz Partners first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2025 and held it in 1 quarter.
  • Quartz Partners's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $256K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2025.

Based on Quartz Partners's 13F filing for Q3 2025, filed 13 Nov 2025.