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 Q2	–	Sell	-32,782	Closed	-$967K	–	581
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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

PCG

Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Triad Wealth Partners's HYGW Position: Q2 2026 in Review

Triad Wealth Partners sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q2 2026, closing a stake of 32,782 shares — an estimated $967K sold.

Triad Wealth Partners first reported a position in HYGW in Q4 2024 and held it in 6 quarters. The position peaked at $1.83M in Q4 2025. 51 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

Triad Wealth Partners reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 32,782 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $967K.
Triad Wealth Partners first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2024 and held it in 6 quarters.
Triad Wealth Partners's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $1.83M in Q4 2025.
51 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.