Lynch Investment Planning’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Lynch Investment Planning’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	–	Sell	-2,496	Closed	-$201K	–	56
2025 Q4	$201K	Buy	+2,496	New	+$201K	0.19%	54

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

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

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Lynch Investment Planning's HYG Position: Q1 2026 in Review

Lynch Investment Planning sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 2,496 shares — an estimated $201K sold.

Lynch Investment Planning first reported a position in HYG in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 981 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Lynch Investment Planning reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Lynch Investment Planning sold 2,496 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $201K.
Lynch Investment Planning first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
Lynch Investment Planning's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $201K in Q4 2025.
981 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Lynch Investment Planning's 13F filing for Q1 2026, filed 13 May 2026.