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Security Financial Services’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Security Financial Services’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 		– Sell
-6,846
Closed -$208K – 215
2025
Q3 		$208K Buy
+6,846
New +$207K 0.03% 198

Other funds holding HYGW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Security Financial Services's HYGW Position: Q4 2025 in Review

Security Financial Services sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q4 2025, closing a stake of 6,846 shares — an estimated $208K sold.

Security Financial Services first reported a position in HYGW in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 86 funds tracked by Wall St. Rank hold HYGW as of Q4 2025.

  • Security Financial Services reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Security Financial Services sold 6,846 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q4 2025, an estimated $208K.
  • Security Financial Services first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Security Financial Services's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $208K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q4 2025.

Based on Security Financial Services's 13F filing for Q4 2025, filed 27 Jan 2026.