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 Q2	–	Sell	-4,891	Closed	-$419K	–	295
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

AWAG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Synergy Asset Management's HYGH Position: Q2 2026 in Review

Synergy Asset Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2026, closing a stake of 4,891 shares — an estimated $419K sold.

Synergy Asset Management first reported a position in HYGH in Q3 2023 and held it in 5 quarters. The position peaked at $419K in Q1 2026. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

Synergy Asset Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
Synergy Asset Management sold 4,891 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $419K.
Synergy Asset Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2023 and held it in 5 quarters.
Synergy Asset Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $419K in Q1 2026.
105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.