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WealthPlan Investment Management’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

WealthPlan Investment 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
2026
Q2 		$463K Buy
+15,898
New +$462K 0.02% 334

Other funds holding HYGW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
QWM
QP Wealth Management Eatontown, New Jersey $70.1M AUM
DA
Detalus Advisors St. Louis, Missouri $513M AUM 23.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
VR
Vision Retirement Ridgewood, New Jersey $414M AUM
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

WealthPlan Investment Management's HYGW Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q2 2026: 15,898 shares worth $463K. The stake represents 0.02% of the portfolio and ranks #334 among its holdings.

14 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • WealthPlan Investment Management held 15,898 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $463K as of Q2 2026.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF was a new WealthPlan Investment Management position in Q2 2026.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #334 holding.
  • 14 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.