Princeton Global Asset Management LLC HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF

Ownership history in Princeton Global Asset Management LLC  ·  30 quarters on record

AI Ownership Summary

Princeton Global Asset Management LLC reported ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF (HYGH) in 30 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows HYGH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HYGH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Princeton Global Asset Management LLC's position in ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HYGH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Princeton Global Asset Management LLC held HYGH — position size vs. price
% of Fund (quarterly)    HYGH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 225 0% 0.00% $19K 2026-07-16 $86.54
2026 Q1 UNCHANGED 225 0% 0.00% $19K 2026-04-22 $85.30
2025 Q4 UNCHANGED 225 0% 0.00% $19K 2026-01-20 $84.07
2025 Q3 UNCHANGED 225 0% 0.00% $20K 2025-10-09 $81.93
2025 Q2 UNCHANGED 225 0% 0.00% $19K 2025-07-30 $80.95
2025 Q1 UNCHANGED 225 0% 0.00% $19K 2025-04-11 $76.26
2024 Q4 UNCHANGED 225 0% 0.00% $19K 2025-01-24 $79.15
2024 Q3 UNCHANGED 225 0% 0.00% $19K 2024-10-29 $76.68
2024 Q2 UNCHANGED 225 0% 0.00% $19K 2024-08-12 $73.43
2024 Q1 UNCHANGED 225 0% 0.00% $19K 2024-04-29 $73.08
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Princeton Global Asset Management LLC and HYGH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Princeton Global Asset Management LLC reported owning HYGH?

Princeton Global Asset Management LLC reported HYGH across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported HYGH position in Princeton Global Asset Management LLC's portfolio?

The largest reported portfolio weight for HYGH was 0.00% in 2024 Q1.

What is the latest reported HYGH position on this page?

The most recent filing on this page is 2026 Q2, when Princeton Global Asset Management LLC reported 225 shares, equal to 0.00% of portfolio, with an estimated market value of $19K.

What does the chart on this HYGH ownership page compare?

The chart compares Princeton Global Asset Management LLC's quarterly HYGH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Princeton Global Asset Management LLC time their HYGH position?

Based on 13F filing dates vs. subsequent HYGH price moves, Princeton Global Asset Management LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on HYGH relative to SPY over the holding period was -8.9%.

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