Lorne Steinberg Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Lorne Steinberg Wealth Management’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	$2M	Buy	+25,080	New	+$2.02M	0.47%	50
2025 Q4	–	Sell	-25,940	Closed	-$2.11M	–	73
2025 Q3	$2.11M	Sell	25,940 -2,100	-7%	-$169K	0.51%	53
2025 Q2	$2.26M	Buy	28,040 +528	+2%	+$41.6K	0.59%	53
2025 Q1	$2.17M	Sell	27,512 -61	-0.2%	-$4.84K	0.63%	53
2024 Q4	$2.17M	Buy	27,573 +1,265	+5%	+$100K	0.63%	53
2024 Q3	$2.11M	Sell	26,308 -245	-0.9%	-$19.3K	0.61%	52
2024 Q2	$2.05M	Buy	26,553 +7,910	+42%	+$608K	0.66%	52
2024 Q1	$980K	Sell	18,643 -2,136	-10%	-$165K	0.31%	55
2023 Q4	$1.61M	Sell	20,779 -10,410	-33%	-$776K	0.54%	54
2023 Q3	$2.3M	Buy	31,189 +539	+2%	+$40.2K	0.88%	49
2023 Q2	$2.3M	Buy	+30,650	New	+$2.29M	0.87%	49
2023 Q1	–	Sell	-32,574	Closed	-$2.39M	–	69
2022 Q4	$2.39M	Buy	32,574 +450	+1%	+$33.2K	1.03%	46
2022 Q3	$2.29M	Buy	+32,124	New	+$2.43M	1.11%	44
2021 Q2	–	Sell	-18,236	Closed	-$1.59M	–	66
2021 Q1	$1.59M	Buy	+18,236	New	+$1.59M	0.84%	43

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

Lorne Steinberg Wealth Management's HYG Position: Q1 2026 in Review

Lorne Steinberg Wealth Management opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026: 25,080 shares worth $2M. The stake represents 0.47% of the portfolio and ranks #50 among its holdings. This is a return to the name: Lorne Steinberg Wealth Management previously reported a position in HYG as recently as Q3 2025.

Lorne Steinberg Wealth Management first reported a position in HYG in Q1 2021 and has held it in 14 quarters since. The position peaked at $2.39M in Q4 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Lorne Steinberg Wealth Management held 25,080 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2M as of Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Lorne Steinberg Wealth Management position in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.47% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #50 holding.
Lorne Steinberg Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2021 and has held it in 14 quarters since.
Lorne Steinberg Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.39M in Q4 2022.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.