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 Q2	$48.5K	Sell	610 -175	-22%	-$14K	0.01%	409
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 $1.89T 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

Cornerstone Planning Group's HYG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 22% in Q2 2026, selling an estimated $14K and leaving 610 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #409.

Cornerstone Planning Group first reported a position in HYG in Q4 2022 and has held it in 10 quarters since. The position peaked at $62.7K in Q1 2026. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Cornerstone Planning Group held 610 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $48.5K as of Q2 2026.
Cornerstone Planning Group sold 175 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $14K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #409 holding.
Cornerstone Planning Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 10 quarters since.
Cornerstone Planning Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $62.7K in Q1 2026.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.