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Comprehensive Financial Planning’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Comprehensive Financial Planning’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
-94
Closed -$7.58K – 415
2025
Q4 		$7.58K Buy
+94
New +$7.58K 0.01% 277

Other funds holding HYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
British Columbia Investment Management
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Comprehensive Financial Planning's HYG Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 94 shares — an estimated $7.58K sold.

Comprehensive Financial Planning first reported a position in HYG in Q4 2025 and held it in 1 quarter. The position peaked at $7.58K in Q4 2025. 986 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Comprehensive Financial Planning reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Planning sold 94 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $7.58K.
  • Comprehensive Financial Planning first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Comprehensive Financial Planning's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $7.58K in Q4 2025.
  • 986 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.