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Summit Investment Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Summit Investment Advisors’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
Q2 		$1.25M Buy
14,548
+796
+6% +$67.5K 1.03% 27
2025
Q1 		$1.16M Buy
13,752
+3,100
+29% +$268K 1.03% 27
2024
Q4 		$928K Buy
+10,652
New +$921K 0.83% 24

Other funds holding HYGH

LPL Financial
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
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Summit Investment Advisors's HYGH Position: Q2 2025 in Review

Summit Investment Advisors increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 5.8% in Q2 2025, buying an estimated $67.5K and bringing the position to 14,548 shares worth $1.25M. The position accounts for 1.03% of the portfolio, ranked #27.

Summit Investment Advisors first reported a position in HYGH in Q4 2024 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold HYGH as of Q2 2025.

  • Summit Investment Advisors held 14,548 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $1.25M as of Q2 2025.
  • Summit Investment Advisors bought 796 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2025, an estimated $67.5K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 1.03% of Summit Investment Advisors's portfolio in Q2 2025, its #27 holding.
  • Summit Investment Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.