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

Truist Financial’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 Q4	–	Sell	-3,010	Closed	-$261K	–	2807
2025 Q3	$261K	Buy	+3,010	New	+$260K	﹤0.01%	2400
2025 Q2	–	Sell	-5,955	Closed	-$507K	–	2641
2025 Q1	$507K	Buy	5,955 +1,454	+32%	+$126K	﹤0.01%	1865
2024 Q4	$389K	Buy	4,501 +1,208	+37%	+$104K	﹤0.01%	2023
2024 Q3	$284K	Buy	+3,293	New	+$280K	﹤0.01%	2164

Other funds holding HYGH

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Truist Financial's HYGH Position: Q4 2025 in Review

Truist Financial sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q4 2025, closing a stake of 3,010 shares — an estimated $261K sold.

Truist Financial first reported a position in HYGH in Q3 2024 and held it in 4 quarters. The position peaked at $507K in Q1 2025. 97 funds tracked by Wall St. Rank hold HYGH as of Q4 2025.

Truist Financial reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Truist Financial sold 3,010 iShares Interest Rate Hedged High Yield Bond ETF shares in Q4 2025, an estimated $261K.
Truist Financial first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2024 and held it in 4 quarters.
Truist Financial's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $507K in Q1 2025.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q4 2025.

Based on Truist Financial's 13F filing for Q4 2025, filed 2 Feb 2026.