United Advisor Group’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

United Advisor 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
2026 Q2	$941K	Buy	10,870 +830	+8%	+$71.7K	0.1%	223
2026 Q1	$859K	Sell	10,040 -372	-4%	-$32K	0.11%	211
2025 Q4	$898K	Sell	10,412 -3,093	-23%	-$266K	0.11%	194
2025 Q3	$1.17M	Buy	13,505 +4,811	+55%	+$415K	0.16%	149
2025 Q2	$752K	Buy	8,694 +1,501	+21%	+$127K	0.13%	166
2025 Q1	$613K	Buy	7,193 +2,691	+60%	+$233K	0.13%	163
2024 Q4	$389K	Buy	+4,502	New	+$389K	0.08%	238

Other funds holding HYGH

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

United Advisor Group's HYGH Position: Q2 2026 in Review

United Advisor Group increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 8.3% in Q2 2026, buying an estimated $71.7K and bringing the position to 10,870 shares worth $941K. The position accounts for 0.1% of the portfolio, ranked #223.

United Advisor Group first reported a position in HYGH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q3 2025. 104 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

United Advisor Group held 10,870 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $941K as of Q2 2026.
United Advisor Group bought 830 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $71.7K.
iShares Interest Rate Hedged High Yield Bond ETF made up 0.1% of United Advisor Group's portfolio in Q2 2026, its #223 holding.
United Advisor Group first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
United Advisor Group's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $1.17M in Q3 2025.
104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.