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Smithbridge Asset Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Smithbridge Asset 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 		$333K Sell
3,849
-340
-8% -$29.4K 0.05% 157
2026
Q1 		$359K Sell
4,189
-4,873
-54% -$420K 0.05% 151
2025
Q4 		$781K Buy
9,062
+1,118
+14% +$96.3K 0.07% 119
2025
Q3 		$690K Buy
+7,944
New +$686K 0.1% 110

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 22.96% 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

Smithbridge Asset Management's HYGH Position: Q2 2026 in Review

Smithbridge Asset Management reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 8.1% in Q2 2026, selling an estimated $29.4K and leaving 3,849 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #157.

Smithbridge Asset Management first reported a position in HYGH in Q3 2025 and has held it in 4 quarters since. The position peaked at $781K in Q4 2025. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • Smithbridge Asset Management held 3,849 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $333K as of Q2 2026.
  • Smithbridge Asset Management sold 340 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $29.4K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.05% of Smithbridge Asset Management's portfolio in Q2 2026, its #157 holding.
  • Smithbridge Asset Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Smithbridge Asset Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $781K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.