Cosner Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Cosner Financial Group’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$696K	Sell	8,699 -152	-2%	-$12.2K	0.36%	27
2026 Q1	$704K	Sell	8,851 -379	-4%	-$30.5K	0.39%	24
2025 Q4	$744K	Buy	9,230 +149	+2%	+$12K	0.38%	26
2025 Q3	$737K	Buy	9,081 +17	+0.2%	+$1.37K	0.4%	25
2025 Q2	$733K	Sell	9,064 -46	-0.5%	-$3.62K	0.41%	27
2025 Q1	$719K	Sell	9,110 -40	-0.4%	-$3.17K	0.44%	27
2024 Q4	$720K	Buy	9,150 +42	+0.5%	+$3.33K	0.46%	27
2024 Q3	$731K	Buy	9,108 +2	+0%	+$157	0.47%	27
2024 Q2	$702K	Sell	9,106 -199	-2%	-$15.3K	0.5%	24
2024 Q1	$723K	Buy	9,305 +24	+0.3%	+$1.85K	0.52%	24
2023 Q4	$718K	Buy	+9,281	New	+$692K	0.61%	25

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Cosner Financial Group's HYG Position: Q2 2026 in Review

Cosner Financial Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.7% in Q2 2026, selling an estimated $12.2K and leaving 8,699 shares worth $696K. The position accounts for 0.36% of the portfolio, ranked #27.

Cosner Financial Group first reported a position in HYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $744K in Q4 2025. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Cosner Financial Group held 8,699 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $696K as of Q2 2026.
Cosner Financial Group sold 152 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $12.2K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.36% of Cosner Financial Group's portfolio in Q2 2026, its #27 holding.
Cosner Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Cosner Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $744K in Q4 2025.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.