Regal Investment Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Regal Investment Advisors’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	$347K	Buy	4,004 +67	+2%	+$5.79K	0.02%	535
2026 Q1	$337K	Sell	3,937 -2,198	-36%	-$189K	0.02%	511
2025 Q4	$529K	Buy	6,135 +693	+13%	+$59.7K	0.03%	411
2025 Q3	$473K	Buy	5,442 +382	+8%	+$33K	0.03%	386
2025 Q2	$438K	Buy	5,060 +939	+23%	+$79.7K	0.03%	356
2025 Q1	$351K	Sell	4,121 -742	-15%	-$64.2K	0.03%	375
2024 Q4	$420K	Buy	4,863 +758	+18%	+$65.5K	0.03%	357
2024 Q3	$354K	Sell	4,105 -142	-3%	-$12.1K	0.02%	413
2024 Q2	$361K	Sell	4,247 -35	-0.8%	-$2.98K	0.02%	418
2024 Q1	$367K	Buy	+4,282	New	+$363K	0.03%	418
2015 Q4	–	Sell	-14	Closed	-$1K	–	545
2015 Q3	$1K	Buy	+14	New	+$1.25K	﹤0.01%	983

Other funds holding HYGH

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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 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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Regal Investment Advisors's HYGH Position: Q2 2026 in Review

Regal Investment Advisors increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 1.7% in Q2 2026, buying an estimated $5.79K and bringing the position to 4,004 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #535.

Regal Investment Advisors first reported a position in HYGH in Q3 2015 and has held it in 11 quarters since. The position peaked at $529K in Q4 2025. 104 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

Regal Investment Advisors held 4,004 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $347K as of Q2 2026.
Regal Investment Advisors bought 67 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $5.79K.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #535 holding.
Regal Investment Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2015 and has held it in 11 quarters since.
Regal Investment Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $529K in Q4 2025.
104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.