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Planning Strategies Inc.’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Planning Strategies Inc.’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 		$11.5K Buy
+133
New +$11.5K 0.01% 307

Other funds holding HYGH

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 $756M AUM 20.74% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Planning Strategies Inc.'s HYGH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2026: 133 shares worth $11.5K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings.

46 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • Planning Strategies Inc. held 133 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $11.5K as of Q2 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • iShares Interest Rate Hedged High Yield Bond ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #307 holding.
  • 46 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.