SWM
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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
Q1 		$258K Buy
+3,015
New +$260K 0.02% 217

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SHP Wealth Management's HYGH Position: Q1 2026 in Review

SHP Wealth Management opened a new position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2026: 3,015 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings.

101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • SHP Wealth Management held 3,015 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $258K as of Q1 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF was a new SHP Wealth Management position in Q1 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #217 holding.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.