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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

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