Cornerstone Planning Group
HYGW icon

Cornerstone Planning Group’s iShares HYG Premium Income+ 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
Q3 		– Sell
-83
Closed -$2.4K – 861
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

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Integrity Alliance
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Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Fortis Group Advisors
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
QP Wealth Management
QP Wealth Management Eatontown, New Jersey $66.5M AUM 63.94% 1-Year Est. Return

Cornerstone Planning Group's HYGW Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares HYG Premium Income+ ETF (HYGW) in Q3 2026, closing a stake of 83 shares — an estimated $2.4K sold.

Cornerstone Planning Group first reported a position in HYGW in Q1 2025 and held it in 3 quarters. The position peaked at $11.3K in Q1 2025. 23 funds tracked by Wall St. Rank hold HYGW as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares HYG Premium Income+ ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 83 iShares HYG Premium Income+ ETF shares in Q3 2026, an estimated $2.4K.
  • Cornerstone Planning Group first reported a position in iShares HYG Premium Income+ ETF in Q1 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's iShares HYG Premium Income+ ETF position peaked at $11.3K in Q1 2025.
  • 23 funds tracked by Wall St. Rank held iShares HYG Premium Income+ ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.