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Peak Planning Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Peak Planning Group’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
2021
Q4 		$205K Sell
2,355
-278
-11% -$24.1K 0.15% 81
2021
Q3 		$230K Buy
+2,633
New +$231K 0.2% 72
2021
Q1 		$248K Buy
+2,839
New +$247K 0.24% 67

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peak Planning Group's HYG Position: Q4 2021 in Review

Peak Planning Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 11% in Q4 2021, selling an estimated $24.1K and leaving 2,355 shares worth $205K. The position accounts for 0.15% of the portfolio, ranked #81.

Peak Planning Group first reported a position in HYG in Q1 2021 and has held it in 3 quarters since. The position peaked at $248K in Q1 2021. 951 funds tracked by Wall St. Rank hold HYG as of Q4 2021.

  • Peak Planning Group held 2,355 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $205K as of Q4 2021.
  • Peak Planning Group sold 278 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2021, an estimated $24.1K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.15% of Peak Planning Group's portfolio in Q4 2021, its #81 holding.
  • Peak Planning Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • Peak Planning Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $248K in Q1 2021.
  • 951 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2021.

Based on Peak Planning Group's 13F filing for Q4 2021, filed 26 May 2026.