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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
Q2 		$8.63M Buy
99,664
+2,392
+2% +$207K 2.11% 11
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

AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Rooted Wealth Advisors's HYGH Position: Q2 2026 in Review

Rooted Wealth Advisors increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 2.5% in Q2 2026, buying an estimated $207K and bringing the position to 99,664 shares worth $8.63M. The position accounts for 2.11% of the portfolio, ranked #11.

Rooted Wealth Advisors first reported a position in HYGH in Q4 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • Rooted Wealth Advisors held 99,664 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $8.63M as of Q2 2026.
  • Rooted Wealth Advisors bought 2,392 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $207K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 2.11% of Rooted Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Rooted Wealth Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.