BGC
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Birch Grove Capital’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Birch Grove Capital’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
2023
Q1 		– Sell
-800,000
Closed -$452K – 20
2022
Q4 		$452K Sell
800,000
-710,500
-47% -$52.4M 0.22% 28
2022
Q3 		$4.61M Sell
1,510,500
-139,500
-8% -$10.5M 1.8% 21
2022
Q2 		$2.49M Buy
1,650,000
+940,000
+132% +$73.1M 0.99% 25
2022
Q1 		$749K Buy
710,000
+304,500
+75% +$25.5M 0.31% 30
2021
Q4 		$81K Buy
+405,500
New +$35.2M 0.04% 46
2019
Q4 		– Sell
-200,000
Closed -$12K – 23
2019
Q3 		$12K Buy
+200,000
New +$17.4M 0.01% 28

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JSTA
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Morgan Stanley
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Nuveen
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Wellington Management Group
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return