Lodestar Private Asset Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.11M Buy
64,238
+4,648
+8% +$374K 0.5% 48
2025
Q4
$4.8M Buy
59,590
+6,134
+11% +$494K 0.48% 50
2025
Q3
$4.34M Buy
53,456
+4,654
+10% +$375K 0.45% 52
2025
Q2
$3.94M Buy
48,802
+881
+2% +$69.4K 0.45% 52
2025
Q1
$3.78M Buy
47,921
+2,986
+7% +$237K 0.48% 50
2024
Q4
$3.53M Buy
44,935
+2,958
+7% +$235K 0.44% 54
2024
Q3
$3.37M Sell
41,977
-798
-2% -$62.8K 0.43% 55
2024
Q2
$3.3M Buy
42,775
+440
+1% +$33.8K 0.45% 54
2024
Q1
$3.29M Sell
42,335
-41
-0.1% -$3.17K 0.47% 54
2023
Q4
$3.28M Buy
42,376
+1,381
+3% +$103K 0.5% 51
2023
Q3
$3.02M Sell
40,995
-7,405
-15% -$553K 0.52% 52
2023
Q2
$3.63M Buy
48,400
+638
+1% +$47.6K 0.61% 44
2023
Q1
$3.61M Sell
47,762
-2,505
-5% -$188K 0.64% 41
2022
Q4
$3.7M Buy
+50,267
New +$3.71M 0.71% 38

Other funds holding HYG

Lodestar Private Asset Management's HYG Position: Q1 2026 in Review

Lodestar Private Asset Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 7.8% in Q1 2026, buying an estimated $374K and bringing the position to 64,238 shares worth $5.11M. The position accounts for 0.5% of the portfolio, ranked #48.

Lodestar Private Asset Management first reported a position in HYG in Q4 2022 and has held it in 14 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Lodestar Private Asset Management held 64,238 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $5.11M as of Q1 2026.
  • Lodestar Private Asset Management bought 4,648 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $374K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.5% of Lodestar Private Asset Management's portfolio in Q1 2026, its #48 holding.
  • Lodestar Private Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.