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Trademark Financial Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Trademark Financial 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 		$912K Buy
10,526
+6,948
+194% +$600K 0.37% 47
2026
Q1 		$306K Buy
3,578
+1,025
+40% +$88.3K 0.15% 87
2025
Q4 		$220K Buy
+2,553
New +$220K 0.12% 91
2025
Q2 		– Sell
-3,548
Closed -$302K – 91
2025
Q1 		$302K Sell
3,548
-6,388
-64% -$553K 0.23% 72
2024
Q4 		$858K Buy
9,936
+7,568
+320% +$654K 0.68% 30
2024
Q3 		$204K Sell
2,368
-2,850
-55% -$242K 0.16% 90
2024
Q2 		$444K Buy
5,218
+1,164
+29% +$99.2K 0.36% 60
2024
Q1 		$348K Buy
4,054
+129
+3% +$10.9K 0.29% 63
2023
Q4 		$330K Buy
+3,925
New +$327K 0.24% 73

Other funds holding HYGH

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
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Trademark Financial Management's HYGH Position: Q2 2026 in Review

Trademark Financial Management increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 194% in Q2 2026, buying an estimated $600K and bringing the position to 10,526 shares worth $912K. The position accounts for 0.37% of the portfolio, ranked #47.

Trademark Financial Management first reported a position in HYGH in Q4 2023 and has held it in 9 quarters since. 49 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • Trademark Financial Management held 10,526 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $912K as of Q2 2026.
  • Trademark Financial Management bought 6,948 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $600K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.37% of Trademark Financial Management's portfolio in Q2 2026, its #47 holding.
  • Trademark Financial Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 49 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.