Plante Moran Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Plante Moran Financial Advisors’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	$1.27K	Sell	16 -1,086	-99%	-$87.3K	﹤0.01%	659
2025 Q4	$88.9K	Buy	+1,102	New	+$88.8K	0.01%	247
2025 Q3	–	Sell	-235	Closed	-$19K	–	822
2025 Q2	$19K	Buy	+235	New	+$18.5K	﹤0.01%	479
2023 Q2	–	Sell	-44	Closed	-$3.32K	–	831
2023 Q1	$3.32K	Buy	+44	New	+$3.3K	﹤0.01%	672
2022 Q3	–	Sell	-247	Closed	-$18K	–	945
2022 Q2	$18K	Sell	247 -482	-66%	-$37.5K	﹤0.01%	488
2022 Q1	$60K	Buy	+729	New	+$60.9K	0.01%	304
2021 Q3	–	Sell	-75	Closed	-$6.58K	–	965
2021 Q2	$7K	Buy	+75	New	+$6.55K	﹤0.01%	728
2021 Q1	–	Sell	-167	Closed	-$15K	–	1043
2020 Q4	$15K	Buy	+167	New	+$14.3K	﹤0.01%	574
2020 Q1	–	Sell	-433	Closed	-$38K	–	779
2019 Q4	$38K	Buy	+433	New	+$37.7K	0.01%	360
2018 Q2	–	Sell	-14	Closed	-$1K	–	894
2018 Q1	$1K	Buy	+14	New	+$1.21K	﹤0.01%	903
2015 Q1	–	Sell	-39	Closed	-$3K	–	754
2014 Q4	$3K	Sell	39 -101	-72%	-$9.2K	﹤0.01%	715
2014 Q3	$13K	Sell	140 -15	-10%	-$1.4K	0.01%	485
2014 Q2	$15K	Buy	+155	New	+$14.7K	0.01%	431
2013 Q4	–	Sell	-309	Closed	-$28K	–	697
2013 Q3	$28K	Buy	309 +4	+1%	+$367	0.02%	248
2013 Q2	$28K	Buy	+305	New	+$28.6K	0.02%	216

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

Plante Moran Financial Advisors's HYG Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 99% in Q1 2026, selling an estimated $87.3K and leaving 16 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Plante Moran Financial Advisors first reported a position in HYG in Q2 2013 and has held it in 15 quarters since. The position peaked at $88.9K in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Plante Moran Financial Advisors held 16 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.27K as of Q1 2026.
Plante Moran Financial Advisors sold 1,086 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $87.3K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #659 holding.
Plante Moran Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 15 quarters since.
Plante Moran Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $88.9K in Q4 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.