Strait & Sound Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Strait & Sound Wealth 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 Q1	$1.35M	Buy	15,768 +1,352	+9%	+$116K	0.5%	48
2025 Q4	$1.24M	Buy	14,416 +443	+3%	+$38.1K	0.46%	49
2025 Q3	$1.21M	Buy	13,973 +527	+4%	+$45.5K	0.47%	47
2025 Q2	$1.16M	Buy	13,446 +1,155	+9%	+$98K	0.49%	47
2025 Q1	$1.05M	Sell	12,291 -720	-6%	-$62.3K	0.49%	48
2024 Q4	$1.12M	Sell	13,011 -516	-4%	-$44.6K	0.52%	33
2024 Q3	$1.17M	Buy	13,527 +8,942	+195%	+$761K	0.57%	32
2024 Q2	$390K	Buy	+4,585	New	+$391K	0.2%	86

Other funds holding HYGH

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

MATAURO New York $692M AUM 26.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Strait & Sound Wealth Management's HYGH Position: Q1 2026 in Review

Strait & Sound Wealth Management increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 9.4% in Q1 2026, buying an estimated $116K and bringing the position to 15,768 shares worth $1.35M. The position accounts for 0.5% of the portfolio, ranked #48.

Strait & Sound Wealth Management first reported a position in HYGH in Q2 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

Strait & Sound Wealth Management held 15,768 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $1.35M as of Q1 2026.
Strait & Sound Wealth Management bought 1,352 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $116K.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.5% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #48 holding.
Strait & Sound Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2024 and has held it in 8 quarters since.
101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.