Steward Partners Investment Advisory’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Steward Partners Investment Advisory’s Portfolio HYGW Stock Details HYGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$326K	Buy	11,051 +60	+0.5%	+$1.78K	﹤0.01%	1767
2025 Q4	$328K	Sell	10,991 -424	-4%	-$12.7K	﹤0.01%	1660
2025 Q3	$347K	Sell	11,415 -80	-0.7%	-$2.42K	﹤0.01%	1576
2025 Q2	$352K	Buy	11,495 +1,076	+10%	+$33K	﹤0.01%	1475
2025 Q1	$328K	Buy	10,419 +250	+2%	+$7.93K	﹤0.01%	1401
2024 Q4	$323K	Sell	10,169 -481	-5%	-$15.6K	﹤0.01%	1363
2024 Q3	$350K	Hold	10,650	–	–	﹤0.01%	1269
2024 Q2	$349K	Sell	10,650 -1,000	-9%	-$32.9K	﹤0.01%	1221
2024 Q1	$391K	Sell	11,650 -56	-0.5%	-$1.88K	﹤0.01%	1156
2023 Q4	$392K	Hold	11,706	–	–	0.01%	1108
2023 Q3	$404K	Buy	11,706 +11,406	+3,802%	+$400K	0.01%	1002
2023 Q2	$10.7K	Buy	+300	New	+$10.7K	﹤0.01%	2549

Other funds holding HYGW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 0.55% in Q1 2026, buying an estimated $1.78K and bringing the position to 11,051 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Steward Partners Investment Advisory first reported a position in HYGW in Q2 2023 and has held it in 12 quarters since. The position peaked at $404K in Q3 2023. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

Steward Partners Investment Advisory held 11,051 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $326K as of Q1 2026.
Steward Partners Investment Advisory bought 60 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $1.78K.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1767 holding.
Steward Partners Investment Advisory first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q2 2023 and has held it in 12 quarters since.
Steward Partners Investment Advisory's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $404K in Q3 2023.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

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