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Vision Retirement’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Vision Retirement’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
2026
Q2 		$223K Sell
7,668
-375
-5% -$10.9K 0.05% 126
2026
Q1 		$237K Sell
8,043
-1,386
-15% -$41.2K 0.07% 115
2025
Q4 		$282K Buy
+9,429
New +$283K 0.08% 107

Other funds holding HYGW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
PCG
Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vision Retirement's HYGW Position: Q2 2026 in Review

Vision Retirement reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 4.7% in Q2 2026, selling an estimated $10.9K and leaving 7,668 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #126.

Vision Retirement first reported a position in HYGW in Q4 2025 and has held it in 3 quarters since. The position peaked at $282K in Q4 2025. 49 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • Vision Retirement held 7,668 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $223K as of Q2 2026.
  • Vision Retirement sold 375 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $10.9K.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.05% of Vision Retirement's portfolio in Q2 2026, its #126 holding.
  • Vision Retirement first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $282K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.