Cornerstone Planning Group’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Cornerstone Planning Group’s Portfolio HYGW Stock Details HYGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.17K	Buy	+247	New	+$7.35K	﹤0.01%	1001
2025 Q2	–	Sell	-366	Closed	-$11.3K	–	1606
2025 Q1	$11.3K	Buy	+366	New	+$11.6K	﹤0.01%	535

Other funds holding HYGW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cornerstone Planning Group opened a new position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) in Q1 2026: 247 shares worth $7.17K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in HYGW as recently as Q1 2025.

Cornerstone Planning Group first reported a position in HYGW in Q1 2025 and has held it in 2 quarters since. The position peaked at $11.3K in Q1 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

Cornerstone Planning Group held 247 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $7.17K as of Q1 2026.
iShares High Yield Corporate Bond BuyWrite Strategy ETF was a new Cornerstone Planning Group position in Q1 2026.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1001 holding.
Cornerstone Planning Group first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q1 2025 and has held it in 2 quarters since.
Cornerstone Planning Group's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $11.3K in Q1 2025.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

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