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

United Capital Financial 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 Q2	$661K	Sell	8,278 -648	-7%	-$51.8K	﹤0.01%	985
2026 Q1	$708K	Sell	8,926 -140,049	-94%	-$11.3M	﹤0.01%	903
2025 Q4	$12M	Sell	148,975 -8,456	-5%	-$682K	0.07%	207
2025 Q3	$12.8M	Sell	157,431 -3,596	-2%	-$290K	0.09%	171
2025 Q2	$13M	Sell	161,027 -3,629	-2%	-$286K	0.1%	157
2025 Q1	$13M	Sell	164,656 -1,384	-0.8%	-$110K	0.11%	147
2024 Q4	$13.1M	Sell	166,040 -3,881	-2%	-$308K	0.11%	149
2024 Q3	$13.6M	Buy	169,921 +4,919	+3%	+$387K	0.11%	153
2024 Q2	$12.7M	Sell	165,002 -484	-0.3%	-$37.2K	0.11%	159
2024 Q1	$12.9M	Sell	165,486 -5,196	-3%	-$402K	0.11%	158
2023 Q4	$13.2M	Sell	170,682 -118,556	-41%	-$8.84M	0.11%	160
2023 Q3	$21.3M	Sell	289,238 -107,228	-27%	-$8.01M	0.14%	144
2023 Q2	$29.8M	Sell	396,466 -7,048	-2%	-$526K	0.16%	118
2023 Q1	$30.5M	Sell	403,514 -7,480	-2%	-$560K	0.17%	119
2022 Q4	$30.3M	Sell	410,994 -26,088	-6%	-$1.92M	0.17%	124
2022 Q3	$31.2M	Sell	437,082 -17,151	-4%	-$1.3M	0.18%	113
2022 Q2	$33.4M	Sell	454,233 -28,567	-6%	-$2.22M	0.18%	116
2022 Q1	$39.7M	Sell	482,800 -30,676	-6%	-$2.56M	0.19%	108
2021 Q4	$44.7M	Sell	513,476 -2,573	-0.5%	-$223K	0.21%	105
2021 Q3	$45.1M	Sell	516,049 -33,084	-6%	-$2.9M	0.23%	93
2021 Q2	$48.3M	Sell	549,133 -17,980	-3%	-$1.57M	0.24%	83
2021 Q1	$49.4M	Sell	567,113 -33,832	-6%	-$2.94M	0.27%	79
2020 Q4	$52.5M	Sell	600,945 -25,885	-4%	-$2.22M	0.32%	73
2020 Q3	$52.6M	Sell	626,830 -73,083	-10%	-$6.15M	0.34%	65
2020 Q2	$57.1M	Sell	699,913 -5,010	-0.7%	-$404K	0.42%	54
2020 Q1	$54.3M	Buy	704,923 +5,141	+0.7%	+$434K	0.45%	49
2019 Q4	$61.5M	Buy	699,782 +45,218	+7%	+$3.94M	0.4%	50
2019 Q3	$57.1M	Sell	654,564 -559,217	-46%	-$48.6M	0.4%	48
2019 Q2	$106M	Buy	1,213,781 +117,880	+11%	+$10.2M	0.69%	19
2019 Q1	$94.8M	Buy	1,095,901 +448	+0%	+$38K	0.67%	21
2018 Q4	$88.8M	Buy	1,095,453 +186,449	+21%	+$15.6M	0.71%	21
2018 Q3	$78.6M	Buy	909,004 +545,294	+150%	+$46.9M	0.55%	30
2018 Q2	$30.9M	Buy	363,710 +1,483	+0.4%	+$127K	0.23%	99
2018 Q1	$31M	Buy	362,227 +6,708	+2%	+$580K	0.24%	100
2017 Q4	$31M	Sell	355,519 -2,593	-0.7%	-$228K	0.24%	94
2017 Q3	$31.8M	Buy	358,112 +8,455	+2%	+$746K	0.27%	80
2017 Q2	$30.9M	Sell	349,657 -675	-0.2%	-$59.4K	0.28%	82
2017 Q1	$30.8M	Sell	350,332 -35,422	-9%	-$3.09M	0.29%	77
2016 Q4	$33.4M	Sell	385,754 -277,085	-42%	-$23.9M	0.32%	65
2016 Q3	$57.8M	Buy	662,839 +441,489	+199%	+$38M	0.56%	26
2016 Q2	$18.8M	Sell	221,350 -40,093	-15%	-$3.33M	0.19%	113
2016 Q1	$21.4M	Sell	261,443 -60,562	-19%	-$4.81M	0.24%	85
2015 Q4	$25.9M	Buy	322,005 +17,088	+6%	+$1.42M	0.3%	62
2015 Q3	$25.4M	Sell	304,917 -57,185	-16%	-$4.96M	0.3%	60
2015 Q2	$32.2M	Buy	362,102 +92,594	+34%	+$8.37M	0.37%	52
2015 Q1	$24.5M	Sell	269,508 -71,823	-21%	-$6.5M	0.3%	86
2014 Q4	$30.6M	Buy	341,331 +118,835	+53%	+$10.8M	0.46%	51
2014 Q3	$20.5M	Buy	222,496 +46,291	+26%	+$4.33M	0.36%	71
2014 Q2	$16.8M	Buy	176,205 +119,000	+208%	+$11.3M	0.31%	87
2014 Q1	$5.4M	Buy	+57,205	New	+$5.36M	0.12%	200
2013 Q4	–	Sell	-26,312	Closed	-$2.41M	–	699
2013 Q3	$2.41M	Sell	26,312 -87,997	-77%	-$8.07M	0.08%	230
2013 Q2	$10.4M	Buy	+114,309	New	+$10.7M	0.28%	96

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

United Capital Financial Advisors's HYG Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 7.3% in Q2 2026, selling an estimated $51.8K and leaving 8,278 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

United Capital Financial Advisors first reported a position in HYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $106M in Q2 2019. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

United Capital Financial Advisors held 8,278 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $661K as of Q2 2026.
United Capital Financial Advisors sold 648 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $51.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #985 holding.
United Capital Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
United Capital Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $106M in Q2 2019.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.