Creative Planning’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.91M | Buy |
36,438
+10,311
| +39% | +$825K | ﹤0.01% | 1804 |
|
|
2026
Q1 | $2.08M | Buy |
26,127
+18,181
| +229% | +$1.46M | ﹤0.01% | 1857 |
|
|
2025
Q4 | $641K | Sell |
7,946
-916
| -10% | -$73.8K | ﹤0.01% | 2634 |
|
|
2025
Q3 | $720K | Sell |
8,862
-529
| -6% | -$42.6K | ﹤0.01% | 2411 |
|
|
2025
Q2 | $757K | Sell |
9,391
-11,438
| -55% | -$901K | ﹤0.01% | 2087 |
|
|
2025
Q1 | $1.64M | Buy |
20,829
+6,267
| +43% | +$497K | ﹤0.01% | 1333 |
|
|
2024
Q4 | $1.15M | Buy |
14,562
+2,406
| +20% | +$191K | ﹤0.01% | 1541 |
|
|
2024
Q3 | $976K | Buy |
12,156
+1,073
| +10% | +$84.4K | ﹤0.01% | 1530 |
|
|
2024
Q2 | $855K | Buy |
11,083
+2,960
| +36% | +$228K | ﹤0.01% | 1530 |
|
|
2024
Q1 | $631K | Buy |
8,123
+1,574
| +24% | +$122K | ﹤0.01% | 1686 |
|
|
2023
Q4 | $507K | Sell |
6,549
-1,681
| -20% | -$125K | ﹤0.01% | 1705 |
|
|
2023
Q3 | $607K | Sell |
8,230
-132
| -2% | -$9.86K | ﹤0.01% | 1439 |
|
|
2023
Q2 | $628K | Sell |
8,362
-3,004
| -26% | -$224K | ﹤0.01% | 1413 |
|
|
2023
Q1 | $859K | Sell |
11,366
-201
| -2% | -$15.1K | ﹤0.01% | 1154 |
|
|
2022
Q4 | $852K | Sell |
11,567
-2,687
| -19% | -$198K | ﹤0.01% | 1118 |
|
|
2022
Q3 | $1.02M | Sell |
14,254
-2,004
| -12% | -$151K | ﹤0.01% | 959 |
|
|
2022
Q2 | $1.2M | Sell |
16,258
-2,100
| -11% | -$163K | ﹤0.01% | 900 |
|
|
2022
Q1 | $1.51M | Sell |
18,358
-89,170
| -83% | -$7.45M | ﹤0.01% | 814 |
|
|
2021
Q4 | $9.36M | Sell |
107,528
-9,098
| -8% | -$789K | 0.02% | 298 |
|
|
2021
Q3 | $10.2M | Sell |
116,626
-25,082
| -18% | -$2.2M | 0.02% | 261 |
|
|
2021
Q2 | $12.5M | Sell |
141,708
-98,968
| -41% | -$8.64M | 0.02% | 230 |
|
|
2021
Q1 | $21M | Sell |
240,676
-45,294
| -16% | -$3.94M | 0.04% | 169 |
|
|
2020
Q4 | $25M | Buy |
285,970
+210,855
| +281% | +$18.1M | 0.05% | 139 |
|
|
2020
Q3 | $6.3M | Sell |
75,115
-62,159
| -45% | -$5.23M | 0.02% | 281 |
|
|
2020
Q2 | $11.2M | Buy |
137,274
+80,230
| +141% | +$6.47M | 0.03% | 180 |
|
|
2020
Q1 | $4.4M | Sell |
57,044
-3,752
| -6% | -$317K | 0.02% | 275 |
|
|
2019
Q4 | $5.35M | Sell |
60,796
-1,908
| -3% | -$166K | 0.02% | 286 |
|
|
2019
Q3 | $5.47M | Buy |
62,704
+6,206
| +11% | +$539K | 0.02% | 269 |
|
|
2019
Q2 | $4.93M | Sell |
56,498
-704
| -1% | -$60.8K | 0.02% | 292 |
|
|
2019
Q1 | $4.95M | Buy |
57,202
+1,567
| +3% | +$133K | 0.02% | 281 |
|
|
2018
Q4 | $4.51M | Sell |
55,635
-488
| -0.9% | -$40.8K | 0.02% | 268 |
|
|
2018
Q3 | $4.85M | Sell |
56,123
-3,331
| -6% | -$286K | 0.02% | 272 |
|
|
2018
Q2 | $5.06M | Sell |
59,454
-2,184
| -4% | -$187K | 0.02% | 252 |
|
|
2018
Q1 | $5.28M | Sell |
61,638
-5,098
| -8% | -$440K | 0.02% | 234 |
|
|
2017
Q4 | $5.82M | Sell |
66,736
-199
| -0.3% | -$17.5K | 0.03% | 214 |
|
|
2017
Q3 | $5.94M | Buy |
66,935
+1,126
| +2% | +$99.4K | 0.03% | 205 |
|
|
2017
Q2 | $5.82M | Buy |
65,809
+3,467
| +6% | +$305K | 0.03% | 199 |
|
|
2017
Q1 | $5.47M | Buy |
62,342
+1,242
| +2% | +$108K | 0.03% | 200 |
|
|
2016
Q4 | $5.29M | Sell |
61,100
-7,384
| -11% | -$636K | 0.03% | 200 |
|
|
2016
Q3 | $5.98M | Buy |
68,484
+16,718
| +32% | +$1.44M | 0.04% | 176 |
|
|
2016
Q2 | $4.38M | Buy |
51,766
+114
| +0.2% | +$9.47K | 0.03% | 183 |
|
|
2016
Q1 | $4.22M | Sell |
51,652
-307
| -0.6% | -$24.4K | 0.03% | 174 |
|
|
2015
Q4 | $4.19M | Sell |
51,959
-3,097
| -6% | -$257K | 0.03% | 187 |
|
|
2015
Q3 | $4.58M | Buy |
+55,056
| New | +$4.77M | 0.04% | 168 |
|
|
2015
Q2 | – | Sell |
-6,749
| Closed | -$611K | – | 1940 |
|
|
2015
Q1 | $611K | Sell |
6,749
-272
| -4% | -$24.6K | 0.01% | 654 |
|
|
2014
Q4 | $629K | Sell |
7,021
-2,560
| -27% | -$233K | 0.01% | 609 |
|
|
2014
Q3 | $881K | Buy |
9,581
+1,888
| +25% | +$177K | 0.01% | 441 |
|
|
2014
Q2 | $732K | Buy |
7,693
+938
| +14% | +$88.7K | 0.01% | 498 |
|
|
2014
Q1 | $638K | Buy |
6,755
+1,092
| +19% | +$102K | 0.01% | 524 |
|
|
2013
Q4 | $526K | Sell |
5,663
-677
| -11% | -$62.9K | 0.01% | 508 |
|
|
2013
Q3 | $581K | Sell |
6,340
-475
| -7% | -$43.6K | 0.01% | 406 |
|
|
2013
Q2 | $619K | Buy |
+6,815
| New | +$640K | 0.01% | 351 |
|
Other funds holding HYG
CCMG
JSTA
OTPPB
AAMU
Creative Planning's HYG Position: Q2 2026 in Review
Creative Planning increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 39% in Q2 2026, buying an estimated $825K and bringing the position to 36,438 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1804.
Creative Planning first reported a position in HYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $25M in Q4 2020. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.
- Creative Planning held 36,438 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.91M as of Q2 2026.
- Creative Planning bought 10,311 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $825K.
- iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1804 holding.
- Creative Planning first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $25M in Q4 2020.
- 983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.