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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
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

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 $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 $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 $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

Regal Investment Advisors's HYGH Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 36% in Q1 2026, selling an estimated $189K and leaving 3,937 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #511.

Regal Investment Advisors first reported a position in HYGH in Q3 2015 and has held it in 10 quarters since. The position peaked at $529K in Q4 2025. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Regal Investment Advisors held 3,937 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $337K as of Q1 2026.
  • Regal Investment Advisors sold 2,198 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $189K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #511 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 10 quarters since.
  • Regal Investment Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $529K 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 Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.