Rockefeller Capital Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Rockefeller Capital 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 Q2	$2.33M	Buy	26,930 +1,159	+4%	+$100K	﹤0.01%	1313
2026 Q1	$2.21M	Buy	25,771 +844	+3%	+$72.7K	﹤0.01%	1261
2025 Q4	$2.15M	Buy	24,927 +2,072	+9%	+$178K	﹤0.01%	1215
2025 Q3	$1.98M	Buy	22,855 +10,269	+82%	+$887K	﹤0.01%	1167
2025 Q2	$1.09M	Buy	+12,586	New	+$1.07M	﹤0.01%	1295
2023 Q1	–	Sell	-75	Closed	-$6K	–	2857
2022 Q4	$6K	Hold	75	–	–	﹤0.01%	3275
2022 Q3	$6K	Hold	75	–	–	﹤0.01%	3276
2022 Q2	$5K	Hold	75	–	–	﹤0.01%	3448
2022 Q1	$6K	Sell	75 -18	-19%	-$1.55K	﹤0.01%	3274
2021 Q4	$8K	Buy	93 +75	+417%	+$6.57K	﹤0.01%	3082
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	3576
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	3335
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	3177
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	2728
2020 Q3	$1K	Buy	+18	New	+$1.49K	﹤0.01%	2485

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

Rockefeller Capital Management's HYGH Position: Q2 2026 in Review

Rockefeller Capital Management increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 4.5% in Q2 2026, buying an estimated $100K and bringing the position to 26,930 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Rockefeller Capital Management first reported a position in HYGH in Q3 2020 and has held it in 15 quarters since. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

Rockefeller Capital Management held 26,930 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $2.33M as of Q2 2026.
Rockefeller Capital Management bought 1,159 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $100K.
iShares Interest Rate Hedged High Yield Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1313 holding.
Rockefeller Capital Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2020 and has held it in 15 quarters since.
105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.