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

PlanVest 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 		$185K Hold
2,314
– – 0.12% 104
2026
Q1 		$184K Buy
+2,314
New +$186K 0.14% 94

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PlanVest Financial's HYG Position: Q2 2026 in Review

PlanVest Financial held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 2,314 shares worth $185K. The position accounts for 0.12% of the portfolio, ranked #104.

PlanVest Financial first reported a position in HYG in Q1 2026 and has held it in 2 quarters since. 945 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • PlanVest Financial held 2,314 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $185K as of Q2 2026.
  • PlanVest Financial left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.12% of PlanVest Financial's portfolio in Q2 2026, its #104 holding.
  • PlanVest Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 945 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.