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

Larson 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 		– Sell
-10
Closed -$796 – 3853
2026
Q1 		$796 Hold
10
– – ﹤0.01% 3221
2025
Q4 		$806 Buy
+10
New +$806 ﹤0.01% 3014
2025
Q2 		– Sell
-268
Closed -$21.2K – 3384
2025
Q1 		$21.2K Sell
268
-124
-32% -$9.84K ﹤0.01% 1344
2024
Q4 		$30.8K Buy
392
+1
+0.3% +$79 ﹤0.01% 1058
2024
Q3 		$31.4K Buy
391
+251
+179% +$19.7K ﹤0.01% 1054
2024
Q2 		$10.8K Buy
140
+123
+724% +$9.46K ﹤0.01% 1244
2024
Q1 		$1.33K Hold
17
– – ﹤0.01% 1417
2023
Q4 		$1.32K Hold
17
– – ﹤0.01% 1422
2023
Q3 		$1.23K Buy
17
+1
+6% +$75 ﹤0.01% 1456
2023
Q2 		$1.23K Hold
16
– – ﹤0.01% 1343
2023
Q1 		$1.22K Hold
16
– – ﹤0.01% 1319
2022
Q4 		$1.18K Buy
+16
New +$1.18K ﹤0.01% 1267
2022
Q2 		– Sell
-34
Closed -$2.64K – 1236
2022
Q1 		$3K Buy
34
+4
+13% +$334 ﹤0.01% 863
2021
Q4 		$3K Buy
30
+4
+15% +$347 ﹤0.01% 897
2021
Q3 		$2K Buy
26
+20
+333% +$1.75K ﹤0.01% 782
2021
Q2 		$1K Buy
6
+2
+50% +$175 ﹤0.01% 773
2021
Q1 		$0 Sell
4
-47
-92% -$4.09K ﹤0.01% 881
2020
Q4 		$4K Buy
51
+3
+6% +$257 ﹤0.01% 583
2020
Q3 		$4K Buy
48
+4
+9% +$337 ﹤0.01% 550
2020
Q2 		$4K Buy
44
+5
+13% +$403 ﹤0.01% 507
2020
Q1 		$3K Hold
39
– – ﹤0.01% 407
2019
Q4 		$3K Buy
+39
New +$3.39K ﹤0.01% 422

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Larson Financial Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 10 shares — an estimated $796 sold.

Larson Financial Group first reported a position in HYG in Q4 2019 and held it in 22 quarters. The position peaked at $31.4K in Q3 2024. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Larson Financial Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 10 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $796.
  • Larson Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 22 quarters.
  • Larson Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $31.4K in Q3 2024.
  • 990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.