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Sigma Planning Corp’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Sigma Planning Corp’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 		$1.11M Buy
13,014
+10,448
+407% +$900K 0.03% 533
2025
Q4 		$221K Buy
+2,566
New +$221K 0.01% 1172
2025
Q1 		– Sell
-17,018
Closed -$1.47M – 1238
2024
Q4 		$1.47M Buy
+17,018
New +$1.47M 0.05% 362

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $692M AUM 26.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.93B AUM 18.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Sigma Planning Corp's HYGH Position: Q1 2026 in Review

Sigma Planning Corp increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 407% in Q1 2026, buying an estimated $900K and bringing the position to 13,014 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #533.

Sigma Planning Corp first reported a position in HYGH in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.47M in Q4 2024. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Sigma Planning Corp held 13,014 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $1.11M as of Q1 2026.
  • Sigma Planning Corp bought 10,448 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $900K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #533 holding.
  • Sigma Planning Corp first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Sigma Planning Corp's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $1.47M in Q4 2024.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.