Cornerstone Planning Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Cornerstone Planning Group’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	$62.7K	Buy	785 +49	+7%	+$3.94K	0.01%	348
2025 Q4	$59.6K	Hold	736	–	–	0.01%	305
2025 Q3	$59.5K	Buy	+736	New	+$59.3K	0.01%	299
2025 Q2	–	Sell	-307	Closed	-$23.9K	–	1605
2025 Q1	$23.9K	Buy	+307	New	+$24.4K	0.01%	372
2024 Q3	–	Sell	-171	Closed	-$13.2K	–	1324
2024 Q2	$13.2K	Buy	+171	New	+$13.1K	﹤0.01%	382
2024 Q1	–	Sell	-78	Closed	-$6.04K	–	1145
2023 Q4	$6.04K	Sell	78 -160	-67%	-$11.9K	﹤0.01%	503
2023 Q3	$17.5K	Hold	238	–	–	0.01%	328
2023 Q2	$17.9K	Buy	+238	New	+$17.8K	0.01%	456
2022 Q4	$30.6K	Buy	+403	New	+$29.7K	0.01%	345

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

Cornerstone Planning Group's HYG Position: Q1 2026 in Review

Cornerstone Planning Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.7% in Q1 2026, buying an estimated $3.94K and bringing the position to 785 shares worth $62.7K. The position accounts for 0.01% of the portfolio, ranked #348.

Cornerstone Planning Group first reported a position in HYG in Q4 2022 and has held it in 9 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Cornerstone Planning Group held 785 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $62.7K as of Q1 2026.
Cornerstone Planning Group bought 49 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.94K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #348 holding.
Cornerstone Planning Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 9 quarters since.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.