Cardiff Park Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Cardiff Park Advisors’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	$282K	Buy	3,543 +34	+1%	+$2.73K	0.02%	238
2025 Q4	$283K	Buy	3,509 +67	+2%	+$5.4K	0.02%	227
2025 Q3	$279K	Buy	3,442 +49	+1%	+$3.95K	0.02%	242
2025 Q2	$274K	Buy	3,393 +50	+1%	+$3.94K	0.02%	229
2025 Q1	$264K	Buy	3,343 +31	+0.9%	+$2.46K	0.03%	227
2024 Q4	$261K	Buy	3,312 +64	+2%	+$5.08K	0.02%	226
2024 Q3	$261K	Sell	3,248 -523	-14%	-$41.1K	0.02%	219
2024 Q2	$291K	Buy	+3,771	New	+$290K	0.03%	198
2022 Q2	–	Sell	-12,862	Closed	-$1.06M	–	328
2022 Q1	$1.06M	Sell	12,862 -14,081	-52%	-$1.18M	0.15%	73
2021 Q4	$2.34M	Buy	+26,943	New	+$2.34M	0.31%	46

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return