Aptus Capital Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Aptus Capital Advisors’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,000,000	Closed	-$806M	–	1730
2025 Q4	$806M	Sell	10,000,000 -500,000	-5%	-$40.3M	5.77%	1
2025 Q3	$852M	Buy	+10,500,000	New	+$846M	6.2%	1
2025 Q2	–	Sell	-5,000,000	Closed	-$394M	–	1553
2025 Q1	$394M	Buy	+5,000,000	New	+$397M	4.06%	2

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Aptus Capital Advisors's HYG Position: Q1 2026 in Review

Aptus Capital Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 25% in Q1 2026, buying an estimated $673K and bringing the position to 41,210 shares worth $3.28M. The position accounts for 0.03% of the portfolio, ranked #404.

Aptus Capital Advisors first reported a position in HYG in Q1 2019 and has held it in 27 quarters since. The position peaked at $4.62M in Q1 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Aptus Capital Advisors held 41,210 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.28M as of Q1 2026.
Aptus Capital Advisors bought 8,370 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $673K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Aptus Capital Advisors's portfolio in Q1 2026, its #404 holding.
Aptus Capital Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2019 and has held it in 27 quarters since.
Aptus Capital Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.62M in Q1 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.