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Trivant Custom Portfolio Group’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Trivant Custom Portfolio Group’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
2025
Q1 		– Sell
-136
Closed -$11.7K – 208
2024
Q4 		$11.7K Buy
+136
New +$11.8K 0.01% 146

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Trivant Custom Portfolio Group's HYGH Position: Q1 2025 in Review

Trivant Custom Portfolio Group sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2025, closing a stake of 136 shares — an estimated $11.7K sold.

Trivant Custom Portfolio Group first reported a position in HYGH in Q4 2024 and held it in 1 quarter. The position peaked at $11.7K in Q4 2024. 89 funds tracked by Wall St. Rank hold HYGH as of Q1 2025.

  • Trivant Custom Portfolio Group reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 136 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2025, an estimated $11.7K.
  • Trivant Custom Portfolio Group first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and held it in 1 quarter.
  • Trivant Custom Portfolio Group's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $11.7K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2025, filed 21 Apr 2025.