Synergy Investment Management’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Synergy Investment Management’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	$94.3K	Sell	3,198 -4,049	-56%	-$120K	0.03%	199
2025 Q4	$216K	Buy	+7,247	New	+$218K	0.08%	125
2025 Q2	–	Sell	-4,614	Closed	-$145K	–	293
2025 Q1	$145K	Sell	4,614 -363	-7%	-$11.5K	0.06%	146
2024 Q4	$158K	Buy	+4,977	New	+$161K	0.07%	138

Other funds holding HYGW

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Synergy Investment Management's HYGW Position: Q1 2026 in Review

Synergy Investment Management reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 56% in Q1 2026, selling an estimated $120K and leaving 3,198 shares worth $94.3K. The position accounts for 0.03% of the portfolio, ranked #199.

Synergy Investment Management first reported a position in HYGW in Q4 2024 and has held it in 4 quarters since. The position peaked at $216K in Q4 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

Synergy Investment Management held 3,198 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $94.3K as of Q1 2026.
Synergy Investment Management sold 4,049 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $120K.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.03% of Synergy Investment Management's portfolio in Q1 2026, its #199 holding.
Synergy Investment Management first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 4 quarters since.
Synergy Investment Management's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $216K in Q4 2025.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.