Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

HYGHYG
29 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHR IBX USD HIYLD CB ETF-UI

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 8,926 shares of HYG (ISHR IBX USD HIYLD CB ETF-UI), worth $708,291 as of 2026-Q1. The position was decreased (-94.0% shares). HYG represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$708,291

Current Shares

8,926

Total Value Change

-$94.1M

Total Shares Change

-1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
8,926
-94.0%
$708,2910.0%$77.62
0
2025-Q4
Decreased
148,975
-5.4%
$12M0.1%$77.90
0
2025-Q3
Decreased
157,431
-2.2%
$12.8M0.1%$76.95
0
2025-Q2
Decreased
161,027
-2.2%
$13M0.1%$75.34
0
2025-Q1
Decreased
164,656
-0.8%
$13M0.1%$72.62
0
2024-Q4
Decreased
166,040
-2.3%
$13.1M0.1%$71.74
0
2024-Q3
Increased
169,921
+3.0%
$13.6M0.1%$71.82
34
2024-Q2
Decreased
165,002
-0.3%
$12.7M0.1%$67.95
0
2024-Q1
Decreased
165,486
-3.0%
$12.9M0.1%$67.45
0
2023-Q4
Decreased
170,682
-41.0%
$13.2M0.1%$66.44
0
2023-Q3
Decreased
289,238
-27.1%
$21.3M0.1%$62.03
0
2023-Q2
Decreased
396,466
-1.8%
$29.8M0.2%$62.24
0
2023-Q1
Decreased
403,514
-1.8%
$30.5M0.2%$61.79
0
2022-Q4
Decreased
410,994
-6.0%
$30.3M0.2%$59.57
0
2022-Q3
Decreased
437,082
-3.8%
$31.2M0.2%$56.71
0
2022-Q2
Decreased
454,233
-5.9%
$33.4M0.2%$57.70
0
2022-Q1
Decreased
482,800
-6.0%
$39.7M0.2%$63.75
0
2021-Q4
Decreased
513,476
-0.5%
$44.7M0.2%$66.92
0
2021-Q3
Decreased
516,049
-6.0%
$45.1M0.2%$66.40
0
2021-Q2
Decreased
549,133
-3.2%
$48.3M0.2%$66.18
0
2021-Q1
Decreased
567,113
-5.6%
$49.4M0.3%$64.87
0
2020-Q4
Decreased
600,945
-4.1%
$52.5M0.3%$64.49
0
2020-Q3
Decreased
626,830
-10.4%
$52.6M0.3%$60.96
0
2020-Q2
Decreased
699,913
-0.7%
$57.1M0.4%$58.58
0
2020-Q1
Increased
704,923
+0.7%
$54.3M0.4%$54.57
35
2019-Q4
Increased
699,782
+6.9%
$61.5M0.4%$61.74
38
2019-Q3
Decreased
654,564
-46.1%
$57.1M0.4%$60.24
0
2019-Q2
Increased
1.2M
+10.8%
$105.8M0.7%$59.48
47
2019-Q1
New
1.1M
-
$94.8M0.7%$58.22
58

Other major holders of HYG: BNP PARIBAS FINANCIAL MARKETS, Clark Capital Management Group, Inc., MORGAN STANLEY

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