Creative Planning’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Creative Planning’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
2021 Q3	–	Sell	-100,000	Closed	-$37K	–	2165
2021 Q2	$37K	Buy	+100,000	New	+$8.73M	﹤0.01%	1960
2020 Q4	–	Sell	-6,000	Closed	-$5K	–	2400
2020 Q3	$5K	Hold	6,000	–	–	﹤0.01%	2041
2020 Q2	$15K	Hold	6,000	–	–	﹤0.01%	1852
2020 Q1	$36K	Sell	6,000 -5,000	-45%	-$422K	﹤0.01%	1672
2019 Q4	$5K	Buy	+11,000	New	+$957K	﹤0.01%	1934
2019 Q3	–	Sell	-5,000	Closed	-$1K	–	2043
2019 Q2	$1K	Hold	5,000	–	–	﹤0.01%	1994
2019 Q1	$2K	Buy	5,000 +1,800	+56%	+$153K	﹤0.01%	1935
2018 Q4	$1K	Buy	+3,200	New	+$268K	﹤0.01%	1926
2018 Q3	–	Sell	-3,000	Closed	-$4K	–	2117
2018 Q2	$4K	Hold	3,000	–	–	﹤0.01%	1982
2018 Q1	$6K	Buy	+3,000	New	+$259K	﹤0.01%	1955

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

Creative Planning's HYG Position: Q1 2026 in Review

Creative Planning increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 229% in Q1 2026, buying an estimated $1.46M and bringing the position to 26,127 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Creative Planning first reported a position in HYG in Q2 2013 and has held it in 51 quarters since. The position peaked at $25M in Q4 2020. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Creative Planning held 26,127 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.08M as of Q1 2026.
Creative Planning bought 18,181 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.46M.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1857 holding.
Creative Planning first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 51 quarters since.
Creative Planning's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $25M in Q4 2020.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.