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 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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

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

OTPPB

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

Plan Group Financial's HYG Position: Q2 2026 in Review

Plan Group Financial reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 17% in Q2 2026, selling an estimated $202K and leaving 11,986 shares worth $959K. The position accounts for 0.2% of the portfolio, ranked #94.

Plan Group Financial first reported a position in HYG in Q2 2022 and has held it in 14 quarters since. The position peaked at $6.18M in Q3 2023. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Plan Group Financial held 11,986 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $959K as of Q2 2026.
Plan Group Financial sold 2,522 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $202K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.2% of Plan Group Financial's portfolio in Q2 2026, its #94 holding.
Plan Group Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2022 and has held it in 14 quarters since.
Plan Group Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.18M in Q3 2023.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.