North Star Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

North Star Investment 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 Q2	$16K	Hold	200	–	–	﹤0.01%	966
2026 Q1	$15.9K	Hold	200	–	–	﹤0.01%	935
2025 Q4	$16.1K	Hold	200	–	–	﹤0.01%	871
2025 Q3	$16.2K	Hold	200	–	–	﹤0.01%	838
2025 Q2	$16.1K	Hold	200	–	–	﹤0.01%	820
2025 Q1	$15.8K	Hold	200	–	–	﹤0.01%	794
2024 Q4	$15.7K	Hold	200	–	–	﹤0.01%	796
2024 Q3	$16.1K	Sell	200 -426	-68%	-$33.5K	﹤0.01%	761
2024 Q2	$48.3K	Hold	626	–	–	﹤0.01%	601
2024 Q1	$48.7K	Hold	626	–	–	﹤0.01%	614
2023 Q4	$48.4K	Sell	626 -100	-14%	-$7.46K	﹤0.01%	596
2023 Q3	$53.5K	Hold	726	–	–	﹤0.01%	574
2023 Q2	$54.5K	Hold	726	–	–	﹤0.01%	592
2023 Q1	$54.8K	Buy	726 +200	+38%	+$15K	﹤0.01%	604
2022 Q4	$38.7K	Hold	526	–	–	﹤0.01%	637
2022 Q3	$38K	Hold	526	–	–	﹤0.01%	586
2022 Q2	$39K	Hold	526	–	–	﹤0.01%	603
2022 Q1	$43K	Hold	526	–	–	﹤0.01%	619
2021 Q4	$46K	Hold	526	–	–	﹤0.01%	631
2021 Q3	$46K	Hold	526	–	–	﹤0.01%	603
2021 Q2	$46K	Buy	526 +426	+426%	+$37.2K	﹤0.01%	600
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	821
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	793
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	783
2020 Q2	$8K	Hold	100	–	–	﹤0.01%	754
2020 Q1	$8K	Hold	100	–	–	﹤0.01%	753
2019 Q4	$9K	Sell	100 -235	-70%	-$20.5K	﹤0.01%	830
2019 Q3	$29K	Buy	+335	New	+$29.1K	﹤0.01%	649
2019 Q2	–	Sell	-235	Closed	-$20K	–	628
2019 Q1	$20K	Hold	235	–	–	﹤0.01%	718
2018 Q4	$19K	Hold	235	–	–	﹤0.01%	701
2018 Q3	$20K	Hold	235	–	–	﹤0.01%	723
2018 Q2	$20K	Hold	235	–	–	﹤0.01%	734
2018 Q1	$20K	Hold	235	–	–	﹤0.01%	732
2017 Q4	$21K	Hold	235	–	–	﹤0.01%	712
2017 Q3	$21K	Hold	235	–	–	﹤0.01%	714
2017 Q2	$21K	Hold	235	–	–	﹤0.01%	706
2017 Q1	$21K	Buy	+235	New	+$20.5K	﹤0.01%	680

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $142M AUM

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

North Star Investment Management's HYG Position: Q2 2026 in Review

North Star Investment Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 200 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

North Star Investment Management first reported a position in HYG in Q1 2017 and has held it in 37 quarters since. The position peaked at $54.8K in Q1 2023. 360 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

North Star Investment Management held 200 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $16K as of Q2 2026.
North Star Investment Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #966 holding.
North Star Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2017 and has held it in 37 quarters since.
North Star Investment Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $54.8K in Q1 2023.
360 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.