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Sequoia Financial Advisors’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Sequoia Financial Advisors’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
Q2 		– Sell
-15,749
Closed -$465K – 2210
2026
Q1 		$465K Sell
15,749
-4,982
-24% -$148K ﹤0.01% 1313
2025
Q4 		$619K Sell
20,731
-6,299
-23% -$189K ﹤0.01% 1154
2025
Q3 		$821K Sell
27,030
-4,900
-15% -$148K 0.01% 884
2025
Q2 		$977K Buy
31,930
+13,117
+70% +$402K 0.01% 698
2025
Q1 		$592K Buy
+18,813
New +$597K ﹤0.01% 790

Other funds holding HYGW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
QWM
QP Wealth Management Eatontown, New Jersey $70.1M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sequoia Financial Advisors's HYGW Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q2 2026, closing a stake of 15,749 shares — an estimated $465K sold.

Sequoia Financial Advisors first reported a position in HYGW in Q1 2025 and held it in 5 quarters. The position peaked at $977K in Q2 2025. 4 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 15,749 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $465K.
  • Sequoia Financial Advisors first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q1 2025 and held it in 5 quarters.
  • Sequoia Financial Advisors's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $977K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.