LifePlan Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

LifePlan Investment Advisors’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	$3.4M	Buy	42,782 +2,269	+6%	+$183K	1.34%	29
2025 Q4	$3.27M	Buy	40,513 +1,123	+3%	+$90.5K	1.33%	31
2025 Q3	$3.2M	Buy	39,390 +2,632	+7%	+$212K	1.34%	33
2025 Q2	$2.96M	Sell	36,758 -279	-0.8%	-$22K	1.47%	30
2025 Q1	$2.92M	Buy	37,037 +751	+2%	+$59.6K	1.68%	23
2024 Q4	$2.85M	Sell	36,286 -707	-2%	-$56.1K	1.77%	22
2024 Q3	$2.97M	Buy	36,993 +1,821	+5%	+$143K	1.9%	24
2024 Q2	$2.71M	Buy	35,172 +1,396	+4%	+$107K	1.96%	21
2024 Q1	$2.63M	Buy	33,776 +510	+2%	+$39.4K	2.09%	20
2023 Q4	$2.57M	Buy	33,266 +873	+3%	+$65.1K	2.36%	17
2023 Q3	$2.39M	Buy	32,393 +803	+3%	+$60K	2.54%	16
2023 Q2	$2.37M	Buy	+31,590	New	+$2.36M	2.65%	15

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

LifePlan Investment Advisors's HYG Position: Q1 2026 in Review

LifePlan Investment Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.6% in Q1 2026, buying an estimated $183K and bringing the position to 42,782 shares worth $3.4M. The position accounts for 1.34% of the portfolio, ranked #29.

LifePlan Investment Advisors first reported a position in HYG in Q2 2023 and has held it in 12 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

LifePlan Investment Advisors held 42,782 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.4M as of Q1 2026.
LifePlan Investment Advisors bought 2,269 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $183K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.34% of LifePlan Investment Advisors's portfolio in Q1 2026, its #29 holding.
LifePlan Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.