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Smith, Moore & Co’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Smith, Moore & Co’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
2025
Q1 		– Sell
-2,777
Closed -$240K – 492
2024
Q4 		$240K Buy
+2,777
New +$240K 0.02% 416

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Smith, Moore & Co's HYGH Position: Q1 2025 in Review

Smith, Moore & Co sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2025, closing a stake of 2,777 shares — an estimated $240K sold.

Smith, Moore & Co first reported a position in HYGH in Q4 2024 and held it in 1 quarter. The position peaked at $240K in Q4 2024. 89 funds tracked by Wall St. Rank hold HYGH as of Q1 2025.

  • Smith, Moore & Co reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 2,777 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2025, an estimated $240K.
  • Smith, Moore & Co first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and held it in 1 quarter.
  • Smith, Moore & Co's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $240K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2025.

Based on Smith, Moore & Co's 13F filing for Q1 2025, filed 15 May 2025.