Rooted Wealth Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Rooted Wealth 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	$8.41M	Buy	97,272 +73	+0.1%	+$6.29K	2.22%	11
2025 Q4	$8.4M	Buy	97,199 +135	+0.1%	+$11.6K	2.36%	11
2025 Q3	$8.39M	Buy	97,064 +2,905	+3%	+$251K	2.56%	11
2025 Q2	$8.12M	Buy	94,159 +3,292	+4%	+$279K	2.81%	11
2025 Q1	$7.22M	Sell	90,867 -2,538	-3%	-$220K	3.11%	11
2024 Q4	$8.09M	Buy	+93,405	New	+$8.07M	3.17%	10

Other funds holding HYGH

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.18B AUM 25.3% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return

MATAURO New York $692M AUM 26.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return