Sheets Smith Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Sheets Smith Wealth Management’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	$1.12M	Sell	12,916 -68	-0.5%	-$5.88K	0.11%	179
2026 Q1	$1.11M	Sell	12,984 -531	-4%	-$45.7K	0.13%	171
2025 Q4	$1.16M	Buy	13,515 +700	+5%	+$60.3K	0.13%	159
2025 Q3	$1.11M	Buy	12,815 +1,142	+10%	+$98.6K	0.13%	160
2025 Q2	$1.01M	Hold	11,673	–	–	0.12%	164
2025 Q1	$995K	Buy	+11,673	New	+$1.01M	0.12%	158

Other funds holding HYGH

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return