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Sunbelt Securities’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Sunbelt Securities’s Portfolio HYGW Stock Details HYGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.57K Sell
121
-149
-55% -$4.43K ﹤0.01% 1772
2025
Q4 		$8.07K Hold
270
– – ﹤0.01% 1499
2025
Q3 		$8.21K Buy
+270
New +$8.17K ﹤0.01% 1486

Other funds holding HYGW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sunbelt Securities's HYGW Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 55% in Q1 2026, selling an estimated $4.43K and leaving 121 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Sunbelt Securities first reported a position in HYGW in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.21K in Q3 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

  • Sunbelt Securities held 121 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $3.57K as of Q1 2026.
  • Sunbelt Securities sold 149 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $4.43K.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1772 holding.
  • Sunbelt Securities first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $8.21K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.