Buska Wealth Management, LLC HYG — ISHARES TR

Ownership history in Buska Wealth Management, LLC  ·  8 quarters on record

AI Ownership Summary

Buska Wealth Management, LLC reported ISHARES TR (HYG) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 2.13% in 2025 Q2. The latest visible filing shows HYG at 1.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Buska Wealth Management, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HYG was reported at 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.13% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HYG stock page Buska Wealth Management, LLC fund profile Buska Wealth Management, LLC full holdings
How Buska Wealth Management, LLC held HYG — position size vs. price
% of Fund (quarterly)    HYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 43,647 -13,723 -23.9% 1.39% $3.5M 2026-04-13 $80.26
2025 Q4 REDUCED 33.1% -0.3% ✅ 57,370 -28,417 -33.1% 1.71% $4.6M 2026-01-22 $80.00
2025 Q3 REDUCED 11.4% +1.2% ❌ 85,787 -11,069 -11.4% 2.09% $7.0M 2025-11-12 $78.62
2025 Q2 ADDED — — — 96,856 +21,652 +28.8% 2.13% $7.8M 2025-07-14 $76.67
2025 Q1 ADDED — — — 75,204 +10,677 +16.5% 1.86% $5.9M 2025-04-09 $73.38
2024 Q4 ADDED — — — 64,527 +17,946 +38.5% 1.62% $5.1M 2025-03-04 $74.72
2024 Q3 ADDED — — — 46,581 +12,669 +37.4% 1.30% $3.7M 2024-10-01 $73.22
2024 Q2 INITIATED — — — 33,912 — — 1.04% $2.6M 2024-07-01 $69.29

🏢 Other funds also holding HYG

As of 2026 Q1 — sorted by position size

PartnerRe Asset Management CORP 3Y 7Y 80.57% Summit Financial Consulting LLC 15.91% SBI Okasan Asset Management Co.Ltd. 14.23% Leonteq Securities AG 8.53% Leonteq Securities AG 7.36% Kedalion Capital Management LLP 3.79% Wealthstar Advisors, LLC 3Y 7Y 3.68% Strong Tower Advisory Services 3Y 3.64% Twele Capital Management, Inc. 3Y 7Y 3.44% OxenFree Capital LLC 3.32%

FAQ About Buska Wealth Management, LLC and HYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Buska Wealth Management, LLC reported owning HYG?

Buska Wealth Management, LLC reported HYG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported HYG position in Buska Wealth Management, LLC's portfolio?

The largest reported portfolio weight for HYG was 2.13% in 2025 Q2.

What is the latest reported HYG position on this page?

The most recent filing on this page is 2026 Q1, when Buska Wealth Management, LLC reported 43,647 shares, equal to 1.39% of portfolio, with an estimated market value of $3.5M.

What does the chart on this HYG ownership page compare?

The chart compares Buska Wealth Management, LLC's quarterly HYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Buska Wealth Management, LLC time their HYG position?

Based on 13F filing dates vs. subsequent HYG price moves, Buska Wealth Management, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on HYG relative to SPY over the holding period was -5.6%.

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