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 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 $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cosner Financial Group's HYG Position: Q1 2026 in Review

Cosner Financial Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 4.1% in Q1 2026, selling an estimated $30.5K and leaving 8,851 shares worth $704K. The position accounts for 0.39% of the portfolio, ranked #24.

Cosner Financial Group first reported a position in HYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $744K in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Cosner Financial Group held 8,851 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $704K as of Q1 2026.
Cosner Financial Group sold 379 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $30.5K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.39% of Cosner Financial Group's portfolio in Q1 2026, its #24 holding.
Cosner Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Cosner Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $744K in Q4 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.