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HYGH icon

Sunbelt Securities’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Sunbelt Securities’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
-2,795
Closed -$243K – 2858
2025
Q3 		$243K Buy
2,795
+2,556
+1,069% +$221K 0.02% 588
2025
Q2 		$20.7K Buy
239
+53
+28% +$4.5K ﹤0.01% 1164
2025
Q1 		$15.8K Sell
186
-53
-22% -$4.59K ﹤0.01% 1176
2024
Q4 		$20.6K Sell
239
-54
-18% -$4.67K ﹤0.01% 1164
2024
Q3 		$25.2K Buy
293
+185
+171% +$15.7K ﹤0.01% 1106
2024
Q2 		$9.18K Buy
108
+2
+2% +$170 ﹤0.01% 1277
2024
Q1 		$9.07K Buy
106
+2
+2% +$170 ﹤0.01% 1258
2023
Q4 		$8.77K Buy
104
+3
+3% +$250 ﹤0.01% 1202
2023
Q3 		$8.4K Buy
101
+1
+1% +$84 ﹤0.01% 1194
2023
Q2 		$8.38K Hold
100
– – ﹤0.01% 1220
2023
Q1 		$8.2K Buy
+100
New +$8.28K ﹤0.01% 1185

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 $756M AUM 20.74% 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 $2.19B AUM 21.28% 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

Sunbelt Securities's HYGH Position: Q4 2025 in Review

Sunbelt Securities sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2025, closing a stake of 2,795 shares — an estimated $243K sold.

Sunbelt Securities first reported a position in HYGH in Q1 2023 and held it in 11 quarters. The position peaked at $243K in Q3 2025. 97 funds tracked by Wall St. Rank hold HYGH as of Q4 2025.

  • Sunbelt Securities reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sunbelt Securities sold 2,795 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2025, an estimated $243K.
  • Sunbelt Securities first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2023 and held it in 11 quarters.
  • Sunbelt Securities's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $243K 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 Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.