LPL Financial
HYG icon

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

LPL Financial’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
2019
Q1 		– Sell
-4,000
Closed -$324K – 3215
2018
Q4 		$324K Buy
+4,000
New +$335K ﹤0.01% 2402

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

LPL Financial's HYG Position: Q1 2026 in Review

LPL Financial reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6% in Q1 2026, selling an estimated $14M and leaving 2,732,850 shares worth $217M. The position accounts for 0.06% of the portfolio, ranked #317.

LPL Financial first reported a position in HYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $234M in Q4 2025. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • LPL Financial held 2,732,850 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $217M as of Q1 2026.
  • LPL Financial sold 174,295 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $14M.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of LPL Financial's portfolio in Q1 2026, its #317 holding.
  • LPL Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $234M in Q4 2025.
  • 979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.