Sequent Planning’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sequent Planning’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	$215K	Buy	+2,683	New	+$215K	0.05%	264

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

Sequent Planning's HYG Position: Q2 2026 in Review

Sequent Planning opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026: 2,683 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #264 among its holdings.

983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Sequent Planning held 2,683 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $215K as of Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Sequent Planning position in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Sequent Planning's portfolio in Q2 2026, its #264 holding.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.