SWP
HYGH icon

Strategic Wealth Partners’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Strategic Wealth Partners’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
2025
Q4 		– Sell
-19
Closed -$1.65K – 1503
2025
Q3 		$1.65K Buy
+19
New +$1.64K ﹤0.01% 1182

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 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 $1.93B AUM 18.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Strategic Wealth Partners's HYGH Position: Q4 2025 in Review

Strategic Wealth Partners sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2025, closing a stake of 19 shares — an estimated $1.65K sold.

Strategic Wealth Partners first reported a position in HYGH in Q3 2025 and held it in 1 quarter. The position peaked at $1.65K in Q3 2025. 97 funds tracked by Wall St. Rank hold HYGH as of Q4 2025.

  • Strategic Wealth Partners reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 19 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2025, an estimated $1.65K.
  • Strategic Wealth Partners first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $1.65K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.