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Financial Life Planners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Financial Life Planners’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
2025
Q4 		– Sell
-666
Closed -$54.1K – 169
2025
Q3 		$54.1K Buy
+666
New +$53.7K 0.04% 120

Other funds holding HYG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Life Planners's HYG Position: Q4 2025 in Review

Financial Life Planners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2025, closing a stake of 666 shares — an estimated $54.1K sold.

Financial Life Planners first reported a position in HYG in Q3 2025 and held it in 1 quarter. The position peaked at $54.1K in Q3 2025. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

  • Financial Life Planners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Life Planners sold 666 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $54.1K.
  • Financial Life Planners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Financial Life Planners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $54.1K in Q3 2025.
  • 1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Financial Life Planners's 13F filing for Q4 2025, filed 29 Jan 2026.