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HYGHYG
30 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in ISHARES TR

Yes. Aptus Capital Advisors holds 40,151 shares of HYG, worth $3.2M, as of its Q2 2026 13F filing. It reduced the position by 1,059 shares (-2.6%) from Q1 2026. Aptus Capital Advisors has held HYG since Q3 2020, across 24 quarterly 13F filings.

Current Value

$3.2M

Current Shares

40,151

Total Value Change

+$3M

Total Shares Change

+37,222

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
40,151
-2.6%
$3.2M0.0%$78.78
0
2026-Q1
Increased
41,210
+25.5%
$3.3M0.0%$77.20
33
2025-Q4
Decreased
32,840
-7.7%
$2.6M0.0%$77.47
0
2025-Q3
Decreased
35,562
-20.8%
$2.9M0.0%$76.53
0
2025-Q2
Decreased
44,918
-23.3%
$3.6M0.0%$74.93
0
2025-Q1
Increased
58,547
+22.4%
$4.6M0.0%$72.22
32
2024-Q4
Increased
47,841
+2858.6%
$3.8M0.0%$71.34
43
2024-Q3
Increased
1,617
+8.2%
$129,8450.0%$71.43
24
2024-Q2
Increased
1,494
+86.8%
$115,2470.0%$67.58
34
2024-Q1
Increased
800
+199x
$62,1840.0%$67.08
34
2023-Q4
Decreased
4
-81.8%
$3100.0%$66.08
0
2023-Q3
Decreased
22
-99.8%
$1,6220.0%$61.70
0
2023-Q2
Increased
10,596
+558.5%
$795,4420.0%$61.90
40
2023-Q1
Decreased
1,609
-90.4%
$121,5660.0%$61.45
0
2022-Q4
Increased
16,713
+1141.7%
$1.2M0.0%$59.24
41
2022-Q3
Increased
1,346
+351.7%
$96,0000.0%$56.40
35
2022-Q2
Increased
298
+37.3%
$22,0000.0%$57.39
25
2022-Q1
Decreased
217
-94.3%
$18,0000.0%$63.40
0
2021-Q4
Increased
3,796
+2.1%
$330,0000.0%$66.55
24
2021-Q3
Decreased
3,717
-9.3%
$325,0000.0%$66.04
0
2021-Q2
Decreased
4,100
-0.5%
$361,0000.0%$65.82
0
2021-Q1
Increased
4,122
+3.4%
$359,0000.0%$64.52
24
2020-Q4
Increased
3,986
+13.9%
$347,0000.0%$64.14
27
2020-Q3
New
3,498
-
$293,0000.0%$60.63
32
2020-Q2
Exited
0
-100.0%
$00.0%$58.26
0
2020-Q1
Decreased
360
-91.5%
$27,0000.0%$54.28
0
2019-Q4
Increased
4,249
+14.5%
$373,0000.0%$61.40
27
2019-Q3
New
3,710
-
$323,0000.0%$59.91
33
2019-Q2
Exited
0
-100.0%
$00.0%$58.89
0
2019-Q1
First report
2,929
-
$253,0000.0%$57.65
0

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

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