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Sound Income Strategies’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Sound Income Strategies’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 		$5.8M Sell
66,922
-1,313
-2% -$113K 0.26% 98
2026
Q1 		$5.86M Sell
68,235
-1,368
-2% -$118K 0.28% 96
2025
Q4 		$6.05M Sell
69,603
-1,762
-2% -$152K 0.29% 88
2025
Q3 		$6.14M Buy
71,365
+3,858
+6% +$333K 0.34% 79
2025
Q2 		$5.84M Sell
67,507
-1,053
-2% -$89.3K 0.33% 74
2025
Q1 		$5.84M Sell
68,560
-1,400
-2% -$121K 0.35% 77
2024
Q4 		$6.04M Buy
69,960
+2,727
+4% +$236K 0.37% 72
2024
Q3 		$5.8M Buy
67,233
+3,226
+5% +$274K 0.37% 70
2024
Q2 		$5.44M Buy
64,007
+3,400
+6% +$290K 0.34% 73
2024
Q1 		$5.2M Buy
60,607
+5,345
+10% +$454K 0.39% 68
2023
Q4 		$4.64M Buy
55,262
+2,417
+5% +$201K 0.39% 62
2023
Q3 		$4.4M Buy
52,845
+2,902
+6% +$243K 0.37% 62
2023
Q2 		$4.18M Buy
49,943
+2,901
+6% +$238K 0.43% 59
2023
Q1 		$3.89M Buy
47,042
+2,924
+7% +$242K 0.42% 63
2022
Q4 		$3.62M Buy
+44,118
New +$3.63M 0.46% 57

Other funds holding HYGH

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Sound Income Strategies's HYGH Position: Q2 2026 in Review

Sound Income Strategies reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 1.9% in Q2 2026, selling an estimated $113K and leaving 66,922 shares worth $5.8M. The position accounts for 0.26% of the portfolio, ranked #98.

Sound Income Strategies first reported a position in HYGH in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.14M in Q3 2025. 58 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • Sound Income Strategies held 66,922 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $5.8M as of Q2 2026.
  • Sound Income Strategies sold 1,313 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $113K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.26% of Sound Income Strategies's portfolio in Q2 2026, its #98 holding.
  • Sound Income Strategies first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Sound Income Strategies's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $6.14M in Q3 2025.
  • 58 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.