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

HYGHYG
30 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR

Yes. United Capital Financial Advisors holds 8,278 shares of HYG, worth $661,393, as of its Q2 2026 13F filing. It reduced the position by 648 shares (-7.3%) from Q1 2026. United Capital Financial Advisors has held HYG in every 13F on record since Q1 2019, 30 quarterly filings.

Current Value

$661,393

Current Shares

8,278

Total Value Change

-$94.1M

Total Shares Change

-1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
8,278
-7.3%
$661,3930.0%$78.44
0
2026-Q1
Decreased
8,926
-94.0%
$708,2910.0%$77.20
0
2025-Q4
Decreased
148,975
-5.4%
$12M0.1%$77.47
0
2025-Q3
Decreased
157,431
-2.2%
$12.8M0.1%$76.53
0
2025-Q2
Decreased
161,027
-2.2%
$13M0.1%$74.93
0
2025-Q1
Decreased
164,656
-0.8%
$13M0.1%$72.22
0
2024-Q4
Decreased
166,040
-2.3%
$13.1M0.1%$71.34
0
2024-Q3
Increased
169,921
+3.0%
$13.6M0.1%$71.43
34
2024-Q2
Decreased
165,002
-0.3%
$12.7M0.1%$67.58
0
2024-Q1
Decreased
165,486
-3.0%
$12.9M0.1%$67.08
0
2023-Q4
Decreased
170,682
-41.0%
$13.2M0.1%$66.08
0
2023-Q3
Decreased
289,238
-27.1%
$21.3M0.1%$61.70
0
2023-Q2
Decreased
396,466
-1.8%
$29.8M0.2%$61.90
0
2023-Q1
Decreased
403,514
-1.8%
$30.5M0.2%$61.45
0
2022-Q4
Decreased
410,994
-6.0%
$30.3M0.2%$59.24
0
2022-Q3
Decreased
437,082
-3.8%
$31.2M0.2%$56.40
0
2022-Q2
Decreased
454,233
-5.9%
$33.4M0.2%$57.39
0
2022-Q1
Decreased
482,800
-6.0%
$39.7M0.2%$63.40
0
2021-Q4
Decreased
513,476
-0.5%
$44.7M0.2%$66.55
0
2021-Q3
Decreased
516,049
-6.0%
$45.1M0.2%$66.04
0
2021-Q2
Decreased
549,133
-3.2%
$48.3M0.2%$65.82
0
2021-Q1
Decreased
567,113
-5.6%
$49.4M0.3%$64.52
0
2020-Q4
Decreased
600,945
-4.1%
$52.5M0.3%$64.14
0
2020-Q3
Decreased
626,830
-10.4%
$52.6M0.3%$60.63
0
2020-Q2
Decreased
699,913
-0.7%
$57.1M0.4%$58.26
0
2020-Q1
Increased
704,923
+0.7%
$54.3M0.4%$54.28
35
2019-Q4
Increased
699,782
+6.9%
$61.5M0.4%$61.40
38
2019-Q3
Decreased
654,564
-46.1%
$57.1M0.4%$59.91
0
2019-Q2
Increased
1.2M
+10.8%
$105.8M0.7%$58.89
47
2019-Q1
First report
1.1M
-
$94.8M0.7%$57.65
0

Other major holders of HYG: GOLDMAN SACHS GROUP INC, Clark Capital Management Group, Inc.

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