Thurston Springer Miller Herd & Titak’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Thurston Springer Miller Herd & Titak’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	$249K	Buy	3,118 +128	+4%	+$10.2K	0.09%	215
2026 Q1	$238K	Buy	2,990 +265	+10%	+$21.3K	0.1%	233
2025 Q4	$220K	Buy	2,725 +2,555	+1,503%	+$206K	0.08%	241
2025 Q3	$13.8K	Sell	170 -4,009	-96%	-$323K	0.03%	319
2025 Q2	$337K	Buy	4,179 +805	+24%	+$63.4K	0.04%	295
2025 Q1	$266K	Buy	3,374 +495	+17%	+$39.3K	0.04%	267
2024 Q4	$226K	Buy	2,879 +1,303	+83%	+$103K	0.05%	265
2024 Q3	$127K	Buy	1,576 +664	+73%	+$52.2K	0.03%	353
2024 Q2	$70.4K	Buy	+912	New	+$70.1K	0.02%	484

Other funds holding HYG

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PartnerRe Asset Management Greenwich, Connecticut $142M AUM

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

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Acasta Partners UK London $189M AUM

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

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return