ShoreHaven Wealth Partners’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

ShoreHaven Wealth Partners’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	-22,065	Closed	-$651K	–	110
2026 Q1	$651K	Sell	22,065 -19,265	-47%	-$573K	0.23%	65
2025 Q4	$1.23M	Buy	41,330 +2,998	+8%	+$90K	0.44%	45
2025 Q3	$1.16M	Sell	38,332 -12,218	-24%	-$370K	0.43%	46
2025 Q2	$1.55M	Buy	50,550 +19,355	+62%	+$593K	0.63%	38
2025 Q1	$981K	Buy	31,195 +927	+3%	+$29.4K	0.47%	43
2024 Q4	$962K	Buy	+30,268	New	+$979K	0.45%	42

Other funds holding HYGW

HWAM

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

PCG

Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

ShoreHaven Wealth Partners's HYGW Position: Q2 2026 in Review

ShoreHaven Wealth Partners sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q2 2026, closing a stake of 22,065 shares — an estimated $651K sold.

ShoreHaven Wealth Partners first reported a position in HYGW in Q4 2024 and held it in 6 quarters. The position peaked at $1.55M in Q2 2025. 51 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

ShoreHaven Wealth Partners reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
ShoreHaven Wealth Partners sold 22,065 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $651K.
ShoreHaven Wealth Partners first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and held it in 6 quarters.
ShoreHaven Wealth Partners's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $1.55M in Q2 2025.
51 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.