LGWM
HYG icon

Litman Gregory Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Litman Gregory Wealth Management’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 		$231K Hold
2,860
– – 0.02% 138
2025
Q3 		$232K Hold
2,860
– – 0.02% 138
2025
Q2 		$231K Hold
2,860
– – 0.02% 131
2025
Q1 		$226K Sell
2,860
-186
-6% -$14.8K 0.02% 130
2024
Q4 		$240K Buy
3,046
+401
+15% +$31.8K 0.02% 122
2024
Q3 		$212K Hold
2,645
– – 0.02% 134
2024
Q2 		$204K Hold
2,645
– – 0.02% 130
2024
Q1 		$206K Sell
2,645
-875
-25% -$67.6K 0.02% 127
2023
Q4 		$272K Hold
3,520
– – 0.03% 107
2023
Q3 		$259K Hold
3,520
– – 0.03% 110
2023
Q2 		$264K Buy
+3,520
New +$263K 0.03% 74
2023
Q1 		– Sell
-3,520
Closed -$259K – 61
2022
Q4 		$259K Sell
3,520
-50
-1% -$3.69K 0.04% 72
2022
Q3 		$255K Sell
3,570
-538
-13% -$40.7K 0.04% 74
2022
Q2 		$302K Buy
+4,108
New +$319K 0.04% 73
2022
Q1 		– Sell
-13,314
Closed -$1.16M – 66
2021
Q4 		$1.16M Sell
13,314
-3,873
-23% -$336K 0.2% 45
2021
Q3 		$1.5M Buy
17,187
+15,800
+1,139% +$1.39M 0.28% 38
2021
Q2 		$1.39M Sell
1,387
-9,693
-87% -$846K 0.26% 38
2021
Q1 		$966K Sell
11,080
-23,043
-68% -$2M 0.19% 41
2020
Q4 		$2.98M Buy
34,123
+1,635
+5% +$140K 0.55% 23
2020
Q3 		$2.73M Buy
32,488
+423
+1% +$35.6K 0.56% 22
2020
Q2 		$2.62M Buy
32,065
+365
+1% +$29.4K 0.58% 22
2020
Q1 		$2.44M Sell
31,700
-11,125
-26% -$940K 0.61% 22
2019
Q4 		$3.77M Buy
42,825
+586
+1% +$51K 0.84% 18
2019
Q3 		$3.68M Sell
42,239
-7,102
-14% -$617K 0.9% 18
2019
Q2 		$4.3M Sell
49,341
-1,059
-2% -$91.4K 1.14% 15
2019
Q1 		$4.36M Buy
50,400
+5,470
+12% +$464K 1.19% 15
2018
Q4 		$3.64M Buy
44,930
+5,561
+14% +$466K 1.12% 15
2018
Q3 		$3.4M Buy
39,369
+38,892
+8,153% +$3.34M 1.15% 17
2018
Q2 		$41K Sell
477
-29
-6% -$2.48K 0.02% 55
2018
Q1 		$43K Buy
506
+85
+20% +$7.34K 0.02% 104
2017
Q4 		$37K Buy
421
+280
+199% +$24.6K 0.01% 57
2017
Q3 		$13K Buy
+141
New +$12.4K 0.01% 66

Other funds holding HYG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Litman Gregory Wealth Management's HYG Position: Q4 2025 in Review

Litman Gregory Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q4 2025 at 2,860 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #138.

Litman Gregory Wealth Management first reported a position in HYG in Q3 2017 and has held it in 32 quarters since. The position peaked at $4.36M in Q1 2019. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

  • Litman Gregory Wealth Management held 2,860 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $231K as of Q4 2025.
  • Litman Gregory Wealth Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q4 2025.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #138 holding.
  • Litman Gregory Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2017 and has held it in 32 quarters since.
  • Litman Gregory Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.36M in Q1 2019.
  • 1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.