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
2026 Q1	–	Sell	-1,183	Closed	-$35.3K	–	1404
2025 Q4	$35.3K	Buy	+1,183	New	+$35.5K	﹤0.01%	1216

Other funds holding HYGW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SageView Advisory Group's HYGW Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q1 2026, closing a stake of 1,183 shares — an estimated $35.3K sold.

SageView Advisory Group first reported a position in HYGW in Q4 2025 and held it in 1 quarter. The position peaked at $35.3K in Q4 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

SageView Advisory Group reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,183 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $35.3K.
SageView Advisory Group first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $35.3K in Q4 2025.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.