Transamerica Financial Advisors’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Transamerica Financial Advisors’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	$134K	Sell	4,533 -4,033	-47%	-$120K	0.01%	466
2025 Q4	$256K	Buy	8,566 +5,271	+160%	+$158K	0.02%	333
2025 Q3	$100K	Buy	+3,295	New	+$99.7K	0.01%	404

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 $71.6B AUM 21.08% 1-Year Est. Return

Transamerica Financial Advisors's HYGW Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 47% in Q1 2026, selling an estimated $120K and leaving 4,533 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #466.

Transamerica Financial Advisors first reported a position in HYGW in Q3 2025 and has held it in 3 quarters since. The position peaked at $256K in Q4 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

Transamerica Financial Advisors held 4,533 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $134K as of Q1 2026.
Transamerica Financial Advisors sold 4,033 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 0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #466 holding.
Transamerica Financial Advisors first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q3 2025 and has held it in 3 quarters since.
Transamerica Financial Advisors's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $256K 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 Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.