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

Plan Group 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
2026 Q3	$589K	Sell	7,662 -4,324	-36%	-$343K	0.12%	107
2026 Q2	$959K	Sell	11,986 -2,522	-17%	-$202K	0.2%	94
2026 Q1	$1.15M	Sell	14,508 -7,773	-35%	-$625K	0.27%	83
2025 Q4	$1.8M	Sell	22,281 -12,970	-37%	-$1.05M	0.47%	67
2025 Q3	$2.86M	Sell	35,251 -17,670	-33%	-$1.42M	0.77%	39
2025 Q2	$4.27M	Sell	52,921 -20,307	-28%	-$1.6M	1.4%	16
2025 Q1	$5.78M	Buy	73,228 +7,598	+12%	+$603K	2.06%	11
2024 Q4	$5.16M	Buy	65,630 +1,091	+2%	+$86.6K	2.73%	10
2024 Q3	$5.18M	Buy	64,539 +4,216	+7%	+$332K	2.74%	11
2024 Q2	$4.65M	Buy	60,323 +4,078	+7%	+$314K	2.85%	11
2024 Q1	$4.37M	Buy	56,245 +7,043	+14%	+$544K	2.87%	11
2023 Q4	$3.81M	Sell	49,202 -34,586	-41%	-$2.58M	3.34%	12
2023 Q3	$6.18M	Buy	83,788 +65,437	+357%	+$4.89M	4.45%	7
2023 Q2	$1.38M	Buy	+18,351	New	+$1.37M	1.15%	21
2022 Q2	$1.22M	Buy	+16,584	New	+$1.29M	2.1%	18

Other funds holding HYG

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

Plan Group Financial's HYG Position: Q3 2026 in Review

Plan Group Financial reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 36% in Q3 2026, selling an estimated $343K and leaving 7,662 shares worth $589K. The position accounts for 0.12% of the portfolio, ranked #107.

Plan Group Financial first reported a position in HYG in Q2 2022 and has held it in 15 quarters since. The position peaked at $6.18M in Q3 2023. 271 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

Plan Group Financial held 7,662 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $589K as of Q3 2026.
Plan Group Financial sold 4,324 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $343K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.12% of Plan Group Financial's portfolio in Q3 2026, its #107 holding.
Plan Group Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2022 and has held it in 15 quarters since.
Plan Group Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.18M in Q3 2023.
271 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.