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Westbourne Investments’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Westbourne Investments’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
2025
Q2 		– Sell
-4,076
Closed -$347K – 154
2025
Q1 		$347K Hold
4,076
– – 0.21% 98
2024
Q4 		$352K Buy
+4,076
New +$352K 0.21% 90

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Westbourne Investments's HYGH Position: Q2 2025 in Review

Westbourne Investments sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2025, closing a stake of 4,076 shares — an estimated $347K sold.

Westbourne Investments first reported a position in HYGH in Q4 2024 and held it in 2 quarters. The position peaked at $352K in Q4 2024. 96 funds tracked by Wall St. Rank hold HYGH as of Q2 2025.

  • Westbourne Investments reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Westbourne Investments sold 4,076 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2025, an estimated $347K.
  • Westbourne Investments first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
  • Westbourne Investments's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $352K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2025.

Based on Westbourne Investments's 13F filing for Q2 2025, filed 9 Jul 2025.