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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
Q2 		$2.4K Sell
83
-164
-66% -$4.77K ﹤0.01% 1275
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
PCG
Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

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

Cornerstone Planning Group reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 66% in Q2 2026, selling an estimated $4.77K and leaving 83 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Cornerstone Planning Group first reported a position in HYGW in Q1 2025 and has held it in 3 quarters since. The position peaked at $11.3K in Q1 2025. 51 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • Cornerstone Planning Group held 83 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $2.4K as of Q2 2026.
  • Cornerstone Planning Group sold 164 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $4.77K.
  • iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1275 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 3 quarters since.
  • Cornerstone Planning Group's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $11.3K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

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