Aptus Capital Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-34	Closed	-$2.91K	–	1812
2026 Q1	$2.91K	Buy	+34	New	+$2.93K	﹤0.01%	1601
2025 Q4	–	Sell	-34	Closed	-$2.95K	–	1700
2025 Q3	$2.95K	Hold	34	–	–	﹤0.01%	1514
2025 Q2	$2.94K	Buy	+34	New	+$2.88K	﹤0.01%	1456
2024 Q4	–	Sell	-34	Closed	-$2.93K	–	1433
2024 Q3	$2.93K	Buy	+34	New	+$2.89K	﹤0.01%	1172
2024 Q2	–	Sell	-34	Closed	-$2.92K	–	1203
2024 Q1	$2.92K	Buy	+34	New	+$2.89K	﹤0.01%	1115

Other funds holding HYGH

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

Aptus Capital Advisors sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q2 2026, closing a stake of 34 shares — an estimated $2.91K sold.

Aptus Capital Advisors first reported a position in HYGH in Q1 2024 and held it in 5 quarters. The position peaked at $2.95K in Q3 2025. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

Aptus Capital Advisors reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
Aptus Capital Advisors sold 34 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $2.91K.
Aptus Capital Advisors first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2024 and held it in 5 quarters.
Aptus Capital Advisors's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $2.95K in Q3 2025.
105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

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