HYG — ISHARES TR

Ownership history in Capstone Financial Advisors, Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Capstone Financial Advisors, Inc. reported a position in ISHARES TR (HYG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q3)
Avg. % of fund
0.01%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 2,510 — — 0.01% $204K $78.87
% of Fund (quarterly)    HYG price (monthly, adj. close)

Other funds also holding HYG

As of 2025 Q4 — sorted by position size

One William Street Capital Management, L.P. 3Y 93.28% Anchorage Capital Advisors, L.P. 86.89% Ionic Capital Management LLC 3Y 7Y 47.19% Endurance Services Ltd 28.55% Dauntless Investment Group, LLC 28.4% Aristotle Pacific Capital, LLC 3Y 23.26% Carlson Capital, L.P. 3Y 7Y 21.73% Counterpoint Mutual Funds LLC 3Y 21.67% AYAL Capital Advisors Ltd 20.37% Liberty Mutual Group Asset Management Inc. 3Y 7Y 20.19%
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