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Steward Partners Investment Advisory’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-176
Closed -$15.2K – 4497
2025
Q4 		$15.2K Buy
+176
New +$15.2K ﹤0.01% 3254

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 $756M AUM 20.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 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 $2.19B AUM 21.28% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Steward Partners Investment Advisory's HYGH Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2026, closing a stake of 176 shares — an estimated $15.2K sold.

Steward Partners Investment Advisory first reported a position in HYGH in Q4 2025 and held it in 1 quarter. The position peaked at $15.2K in Q4 2025. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 176 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $15.2K.
  • Steward Partners Investment Advisory first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $15.2K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.