Raymond James Financial
HYGH icon

Raymond James Financial’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Raymond James Financial’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 		$7.06M Sell
82,463
-1,411
-2% -$122K ﹤0.01% 2308
2025
Q4 		$7.23M Buy
83,874
+34,306
+69% +$2.95M ﹤0.01% 2232
2025
Q3 		$4.3M Buy
49,568
+32
+0.1% +$2.76K ﹤0.01% 2571
2025
Q2 		$4.29M Sell
49,536
-2,973
-6% -$252K ﹤0.01% 2479
2025
Q1 		$4.47M Buy
52,509
+3,005
+6% +$260K ﹤0.01% 2408
2024
Q4 		$4.27M Buy
+49,504
New +$4.28M ﹤0.01% 2421

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $756M AUM 20.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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

Raymond James Financial's HYGH Position: Q1 2026 in Review

Raymond James Financial reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 1.7% in Q1 2026, selling an estimated $122K and leaving 82,463 shares worth $7.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Raymond James Financial first reported a position in HYGH in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.23M in Q4 2025. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Raymond James Financial held 82,463 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $7.06M as of Q1 2026.
  • Raymond James Financial sold 1,411 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $122K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2308 holding.
  • Raymond James Financial first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $7.23M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.