SageView Advisory Group’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

SageView Advisory Group’s Portfolio HYGW Stock Details HYGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$35.3K	Buy	+1,183	New	+$35.5K	﹤0.01%	1216

Other funds holding HYGW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SageView Advisory Group's HYGW Position: Q4 2025 in Review

SageView Advisory Group opened a new position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q4 2025: 1,183 shares worth $35.3K. The stake represents ﹤0.01% of the portfolio and ranks #1216 among its holdings.

86 funds tracked by Wall St. Rank hold HYGW as of Q4 2025.

SageView Advisory Group held 1,183 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $35.3K as of Q4 2025.
iShares High Yield Corporate Bond BuyWrite Strategy ETF was a new SageView Advisory Group position in Q4 2025.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1216 holding.
86 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.