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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
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 $1.66T 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Larson Financial Group held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 10 shares worth $796. The position accounts for ﹤0.01% of the portfolio, ranked #3221.

Larson Financial Group first reported a position in HYG in Q4 2019 and has held it in 22 quarters since. The position peaked at $31.4K in Q3 2024. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Larson Financial Group held 10 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $796 as of Q1 2026.
  • Larson Financial Group left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3221 holding.
  • Larson Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Larson Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $31.4K in Q3 2024.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.