UAG
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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

United Advisor Group's HYGH Position: Q1 2026 in Review

United Advisor Group reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 3.6% in Q1 2026, selling an estimated $32K and leaving 10,040 shares worth $859K. The position accounts for 0.11% of the portfolio, ranked #211.

United Advisor Group first reported a position in HYGH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q3 2025. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • United Advisor Group held 10,040 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $859K as of Q1 2026.
  • United Advisor Group sold 372 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $32K.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.11% of United Advisor Group's portfolio in Q1 2026, its #211 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 6 quarters since.
  • United Advisor Group's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $1.17M in Q3 2025.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.