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 Q2	$3.42M	Sell	42,769 -13	-0%	-$1.04K	1.18%	33
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 $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Paris, France $289B AUM 60.46% 1-Year Est. Return

LifePlan Investment Advisors's HYG Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.03% in Q2 2026, selling an estimated $1.04K and leaving 42,769 shares worth $3.42M. The position accounts for 1.18% of the portfolio, ranked #33.

LifePlan Investment Advisors first reported a position in HYG in Q2 2023 and has held it in 13 quarters since. 989 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

LifePlan Investment Advisors held 42,769 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.42M as of Q2 2026.
LifePlan Investment Advisors sold 13 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.04K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.18% of LifePlan Investment Advisors's portfolio in Q2 2026, its #33 holding.
LifePlan Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
989 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.