UBS Group’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

UBS Group’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 Q1	–	Sell	-131	Closed	-$4.16K	–	10447
2024 Q4	$4.16K	Buy	+131	New	+$4.24K	﹤0.01%	8782
2024 Q3	–	Sell	-682	Closed	-$22.3K	–	9748
2024 Q2	$22.3K	Buy	+682	New	+$22.4K	﹤0.01%	7234
2023 Q2	–	Sell	-1,257	Closed	-$46.1K	–	9213
2023 Q1	$46.1K	Buy	1,257 +1,175	+1,433%	+$43.2K	﹤0.01%	6513
2022 Q4	$2.97K	Buy	+82	New	+$3.04K	﹤0.01%	9590

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

EFH

Eaton Financial Holdings Coral Springs, Florida $305M AUM 19.03% 1-Year Est. Return

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

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

UBS Group's HYGW Position: Q1 2025 in Review

UBS Group sold out of iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q1 2025, closing a stake of 131 shares — an estimated $4.16K sold.

UBS Group first reported a position in HYGW in Q4 2022 and held it in 4 quarters. The position peaked at $46.1K in Q1 2023. 68 funds tracked by Wall St. Rank hold HYGW as of Q1 2025.

UBS Group reported no remaining iShares High Yield Corporate Bond BuyWrite Strategy ETF position as of Q1 2025 after selling out during the quarter.
UBS Group sold 131 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2025, an estimated $4.16K.
UBS Group first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2022 and held it in 4 quarters.
UBS Group's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $46.1K in Q1 2023.
68 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.