Beach Point Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Beach Point Capital 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	–	Sell	-6,910,500	Closed	-$465K	–	15
2025 Q4	$465K	Buy	+6,910,500	New	+$557M	0.18%	9
2025 Q3	–	Sell	-7,716,800	Closed	-$530K	–	19
2025 Q2	$530K	Buy	7,716,800 +284,800	+4%	+$22.4M	0.22%	10
2025 Q1	$488K	Buy	7,432,000 +6,932,000	+1,386%	+$550M	0.17%	10
2024 Q4	$39.3M	Buy	+500,000	New	+$39.7M	4.18%	9

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Beach Point Capital Management's HYG Position: Q2 2021 in Review

Beach Point Capital Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2021, closing a stake of 351,199 shares — an estimated $30.6M sold.

Beach Point Capital Management first reported a position in HYG in Q2 2020 and held it in 3 quarters. The position peaked at $98.1M in Q2 2020. 900 funds tracked by Wall St. Rank hold HYG as of Q2 2021.

Beach Point Capital Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Beach Point Capital Management sold 351,199 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2021, an estimated $30.6M.
Beach Point Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
Beach Point Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $98.1M in Q2 2020.
900 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2021.

Based on Beach Point Capital Management's 13F filing for Q2 2021, filed 29 Jul 2021.