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Cornerstone Planning Group’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Cornerstone Planning Group’s Portfolio HYGH Stock Details HYGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$951 Buy
12
+1
+9% +$86 ﹤0.01% 1484
2025
Q4 		$956 Hold
11
– – ﹤0.01% 1356
2025
Q3 		$951 Buy
+11
New +$950 ﹤0.01% 1323

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

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

Cornerstone Planning Group increased its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 9.1% in Q1 2026, buying an estimated $86 and bringing the position to 12 shares worth $951. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Cornerstone Planning Group first reported a position in HYGH in Q3 2025 and has held it in 3 quarters since. The position peaked at $956 in Q4 2025. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Cornerstone Planning Group held 12 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $951 as of Q1 2026.
  • Cornerstone Planning Group bought 1 iShares Interest Rate Hedged High Yield Bond ETF share in Q1 2026, an estimated $86.
  • iShares Interest Rate Hedged High Yield Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1484 holding.
  • Cornerstone Planning Group first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $956 in Q4 2025.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

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