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

SHP 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 		$818K Buy
9,443
+6,428
+213% +$555K 0.06% 122
2026
Q1 		$258K Buy
+3,015
New +$260K 0.02% 217

Other funds holding HYGH

AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

SHP Wealth Management's HYGH Position: Q2 2026 in Review

SHP Wealth Management increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 213% in Q2 2026, buying an estimated $555K and bringing the position to 9,443 shares worth $818K. The position accounts for 0.06% of the portfolio, ranked #122.

SHP Wealth Management first reported a position in HYGH in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • SHP Wealth Management held 9,443 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $818K as of Q2 2026.
  • SHP Wealth Management bought 6,428 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $555K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.06% of SHP Wealth Management's portfolio in Q2 2026, its #122 holding.
  • SHP Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.