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Sunrise Financial Services’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Sunrise Financial Services’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
Q2 		$140K Sell
4,799
-137
-3% -$3.98K 0.08% 76
2026
Q1 		$146K Sell
4,936
-137
-3% -$4.08K 0.1% 70
2025
Q4 		$151K Buy
+5,073
New +$152K 0.11% 60

Other funds holding HYGW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
PCG
Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Sunrise Financial Services's HYGW Position: Q2 2026 in Review

Sunrise Financial Services reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 2.8% in Q2 2026, selling an estimated $3.98K and leaving 4,799 shares worth $140K. The position accounts for 0.08% of the portfolio, ranked #76.

Sunrise Financial Services first reported a position in HYGW in Q4 2025 and has held it in 3 quarters since. The position peaked at $151K in Q4 2025. 51 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • Sunrise Financial Services held 4,799 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $140K as of Q2 2026.
  • Sunrise Financial Services sold 137 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $3.98K.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.08% of Sunrise Financial Services's portfolio in Q2 2026, its #76 holding.
  • Sunrise Financial Services first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $151K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.