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 $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Aptus Capital Advisors's HYG Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.6% in Q2 2026, selling an estimated $84.7K and leaving 40,151 shares worth $3.21M. The position accounts for 0.02% of the portfolio, ranked #434.

Aptus Capital Advisors first reported a position in HYG in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.62M in Q1 2025. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Aptus Capital Advisors held 40,151 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.21M as of Q2 2026.
Aptus Capital Advisors sold 1,059 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $84.7K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #434 holding.
Aptus Capital Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2019 and has held it in 28 quarters since.
Aptus Capital Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.62M in Q1 2025.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.