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 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 $1.66T 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Plan Group Financial's HYG Position: Q1 2026 in Review

Plan Group Financial reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 35% in Q1 2026, selling an estimated $625K and leaving 14,508 shares worth $1.15M. The position accounts for 0.27% of the portfolio, ranked #83.

Plan Group Financial first reported a position in HYG in Q2 2022 and has held it in 13 quarters since. The position peaked at $6.18M in Q3 2023. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Plan Group Financial held 14,508 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.15M as of Q1 2026.
Plan Group Financial sold 7,773 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $625K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.27% of Plan Group Financial's portfolio in Q1 2026, its #83 holding.
Plan Group Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2022 and has held it in 13 quarters since.
Plan Group Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.18M in Q3 2023.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.