Sowell Financial Services’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Sowell Financial Services’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	$4.74M	Buy	+54,724	New	+$4.73M	0.15%	139
2022 Q2	–	Sell	-32,445	Closed	-$1.4M	–	309
2022 Q1	$1.4M	Buy	+32,445	New	+$2.8M	0.24%	69
2021 Q2	–	Sell	-3,885	Closed	-$340K	–	1508
2021 Q1	$340K	Buy	3,885 +1	+0%	+$87	0.01%	790
2020 Q4	$335K	Buy	3,884 +3,537	+1,019%	+$300K	0.01%	651
2020 Q3	$29K	Sell	347 -4,308	-93%	-$357K	﹤0.01%	1395
2020 Q2	$374K	Buy	4,655 +4,308	+1,241%	+$343K	0.02%	535
2020 Q1	$27K	Buy	347 +67	+24%	+$5.7K	﹤0.01%	1282
2019 Q4	$25K	Sell	280 -314	-53%	-$27.7K	﹤0.01%	1352
2019 Q3	$52K	Buy	+594	New	+$52.3K	﹤0.01%	982

Other funds holding HYGH

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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 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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Sowell Financial Services's HYGH Position: Q2 2026 in Review

Sowell Financial Services opened a new position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2026: 54,724 shares worth $4.74M. The stake represents 0.15% of the portfolio and ranks #139 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in HYGH as recently as Q1 2022.

Sowell Financial Services first reported a position in HYGH in Q3 2019 and has held it in 9 quarters since. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

Sowell Financial Services held 54,724 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $4.74M as of Q2 2026.
iShares Interest Rate Hedged High Yield Bond ETF was a new Sowell Financial Services position in Q2 2026.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.15% of Sowell Financial Services's portfolio in Q2 2026, its #139 holding.
Sowell Financial Services first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2019 and has held it in 9 quarters since.
105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.