Synergy Asset Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Synergy Asset Management’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
2026 Q1	$419K	Buy	4,891 +1,527	+45%	+$132K	0.04%	172
2025 Q4	$290K	Buy	3,364 +587	+21%	+$50.5K	0.03%	187
2025 Q3	$241K	Buy	+2,777	New	+$240K	0.01%	234
2025 Q1	–	Sell	-1,410	Closed	-$122K	–	408
2024 Q4	$122K	Buy	+1,410	New	+$122K	0.01%	223
2023 Q4	–	Sell	-2,816	Closed	-$235K	–	158
2023 Q3	$235K	Buy	+2,816	New	+$236K	0.05%	115

Other funds holding HYGH

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RWA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

SIS

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

Synergy Asset Management's HYGH Position: Q1 2026 in Review

Synergy Asset Management increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 45% in Q1 2026, buying an estimated $132K and bringing the position to 4,891 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #172.

Synergy Asset Management first reported a position in HYGH in Q3 2023 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

Synergy Asset Management held 4,891 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $419K as of Q1 2026.
Synergy Asset Management bought 1,527 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $132K.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.04% of Synergy Asset Management's portfolio in Q1 2026, its #172 holding.
Synergy Asset Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2023 and has held it in 5 quarters since.
101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.