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Triad Wealth Partners’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Triad Wealth Partners’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 		$967K Sell
32,782
-28,351
-46% -$844K 0.08% 175
2025
Q4 		$1.83M Buy
61,133
+20,633
+51% +$620K 0.17% 93
2025
Q3 		$1.23M Buy
40,500
+12,821
+46% +$388K 0.16% 100
2025
Q2 		$847K Buy
27,679
+7,275
+36% +$223K 0.17% 99
2025
Q1 		$642K Buy
20,404
+8,174
+67% +$259K 0.2% 85
2024
Q4 		$389K Buy
+12,230
New +$395K 0.14% 112

Other funds holding HYGW

Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Triad Wealth Partners's HYGW Position: Q1 2026 in Review

Triad Wealth Partners reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 46% in Q1 2026, selling an estimated $844K and leaving 32,782 shares worth $967K. The position accounts for 0.08% of the portfolio, ranked #175.

Triad Wealth Partners first reported a position in HYGW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.83M in Q4 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

  • Triad Wealth Partners held 32,782 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $967K as of Q1 2026.
  • Triad Wealth Partners sold 28,351 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $844K.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.08% of Triad Wealth Partners's portfolio in Q1 2026, its #175 holding.
  • Triad Wealth Partners first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 6 quarters since.
  • Triad Wealth Partners's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $1.83M 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 Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.