Ocean Park Asset Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Ocean Park Asset 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	$159M	Sell	1,988,691 -701,400	-26%	-$56.1M	7.66%	4
2026 Q1	$214M	Sell	2,690,091 -643,700	-19%	-$51.8M	12.36%	2
2025 Q4	$269M	Sell	3,333,791 -47,700	-1%	-$3.84M	12.62%	2
2025 Q3	$275M	Buy	3,381,491 +1,036,902	+44%	+$83.5M	11.32%	2
2025 Q2	$185M	Hold	2,344,589	–	–	6.56%	5
2025 Q1	$185M	Sell	2,344,589 -88,300	-4%	-$7.01M	6.56%	5
2024 Q4	$191M	Buy	2,432,889 +389	+0%	+$30.9K	6.51%	5
2024 Q3	$195M	Hold	2,432,500	–	–	8.57%	4
2024 Q2	$188M	Buy	2,432,500 +79,100	+3%	+$6.08M	8.9%	2
2024 Q1	$183M	Sell	2,353,400 -53,100	-2%	-$4.1M	8.62%	3
2023 Q4	$186M	Sell	2,406,500 -4,341,604	-64%	-$324M	9.13%	2
2023 Q3	$497M	Buy	6,748,104 +599,686	+10%	+$44.8M	22.17%	1
2023 Q2	$462M	Buy	+6,148,418	New	+$459M	15.76%	1
2023 Q1	–	Sell	-8,876,200	Closed	-$654M	–	19
2022 Q4	$654M	Buy	+8,876,200	New	+$654M	41.43%	1

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KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Acasta Partners UK London $189M AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return