CPG
HYGH icon

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
Q2 		$606 Sell
7
-5
-42% -$432 ﹤0.01% 1640
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

AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

Cornerstone Planning Group reduced its iShares Interest Rate Hedged High Yield Bond ETF (HYGH) stake by 42% in Q2 2026, selling an estimated $432 and leaving 7 shares worth $606. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Cornerstone Planning Group first reported a position in HYGH in Q3 2025 and has held it in 4 quarters since. The position peaked at $956 in Q4 2025. 105 funds tracked by Wall St. Rank hold HYGH as of Q2 2026.

  • Cornerstone Planning Group held 7 shares of iShares Interest Rate Hedged High Yield Bond ETF worth $606 as of Q2 2026.
  • Cornerstone Planning Group sold 5 iShares Interest Rate Hedged High Yield Bond ETF shares in Q2 2026, an estimated $432.
  • iShares Interest Rate Hedged High Yield Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1640 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 4 quarters since.
  • Cornerstone Planning Group's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $956 in Q4 2025.
  • 105 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q2 2026.

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