Tucker Asset Management’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Tucker Asset Management’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
2025 Q4	$16.5K	Buy	+554	New	+$16.6K	﹤0.01%	486
2025 Q1	–	Sell	-628	Closed	-$20K	–	595
2024 Q4	$20K	Hold	628	–	–	﹤0.01%	566
2024 Q3	$20.6K	Hold	628	–	–	﹤0.01%	530
2024 Q2	$20.6K	Buy	628 +118	+23%	+$3.88K	﹤0.01%	623
2024 Q1	$17.1K	Buy	+510	New	+$17.1K	﹤0.01%	713

Other funds holding HYGW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tucker Asset Management's HYGW Position: Q4 2025 in Review

Tucker Asset Management opened a new position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q4 2025: 554 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in HYGW as recently as Q4 2024.

Tucker Asset Management first reported a position in HYGW in Q1 2024 and has held it in 5 quarters since. The position peaked at $20.6K in Q3 2024. 86 funds tracked by Wall St. Rank hold HYGW as of Q4 2025.

Tucker Asset Management held 554 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $16.5K as of Q4 2025.
iShares High Yield Corporate Bond BuyWrite Strategy ETF was a new Tucker Asset Management position in Q4 2025.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #486 holding.
Tucker Asset Management first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q1 2024 and has held it in 5 quarters since.
Tucker Asset Management's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $20.6K in Q3 2024.
86 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.