Avantax Planning Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Avantax Planning Partners’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	$1.03M	Sell	12,897 -432	-3%	-$34.7K	0.03%	190
2025 Q4	$1.07M	Sell	13,329 -126	-0.9%	-$10.2K	0.03%	186
2025 Q3	$1.09M	Sell	13,455 -6	-0%	-$483	0.03%	189
2025 Q2	$1.09M	Buy	13,461 +5,224	+63%	+$412K	0.03%	187
2025 Q1	$650K	Sell	8,237 -1,532	-16%	-$122K	0.02%	219
2024 Q4	$768K	Sell	9,769 -497	-5%	-$39.5K	0.03%	196
2024 Q3	$824K	Sell	10,266 -652	-6%	-$51.3K	0.03%	190
2024 Q2	$842K	Sell	10,918 -39	-0.4%	-$3K	0.03%	222
2024 Q1	$852K	Sell	10,957 -641	-6%	-$49.5K	0.03%	219
2023 Q4	$898K	Buy	11,598 +574	+5%	+$42.8K	0.03%	179
2023 Q3	$813K	Sell	11,024 -496	-4%	-$37K	0.03%	178
2023 Q2	$865K	Sell	11,520 -2,119	-16%	-$158K	0.03%	175
2023 Q1	$1.03M	Buy	13,639 +115	+0.9%	+$8.61K	0.04%	161
2022 Q4	$996K	Buy	13,524 +7,002	+107%	+$516K	0.04%	168
2022 Q3	$466K	Buy	6,522 +2,141	+49%	+$162K	0.02%	228
2022 Q2	$322K	Buy	+4,381	New	+$341K	0.01%	264
2019 Q1	–	Sell	-12,206	Closed	-$990K	–	300
2018 Q4	$990K	Buy	12,206 +10,323	+548%	+$864K	0.07%	97
2018 Q3	$163K	Buy	+1,883	New	+$162K	0.01%	262
2018 Q2	–	Sell	-2,312	Closed	-$198K	–	782
2018 Q1	$198K	Sell	2,312 -719	-24%	-$62.1K	0.02%	293
2017 Q4	$264K	Sell	3,031 -3,422	-53%	-$300K	0.02%	245
2017 Q3	$573K	Sell	6,453 -136	-2%	-$12K	0.05%	186
2017 Q2	$582K	Buy	6,589 +1,332	+25%	+$117K	0.05%	173
2017 Q1	$461K	Sell	5,257 -2,417	-31%	-$211K	0.04%	191
2016 Q4	$664K	Buy	+7,674	New	+$661K	0.07%	136

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

Avantax Planning Partners's HYG Position: Q1 2026 in Review

Avantax Planning Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.2% in Q1 2026, selling an estimated $34.7K and leaving 12,897 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #190.

Avantax Planning Partners first reported a position in HYG in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.09M in Q3 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Avantax Planning Partners held 12,897 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.03M as of Q1 2026.
Avantax Planning Partners sold 432 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $34.7K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Avantax Planning Partners's portfolio in Q1 2026, its #190 holding.
Avantax Planning Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 24 quarters since.
Avantax Planning Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.09M in Q3 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.