Dan Polen - Polen Capital Management LLC

Dan Polen - Polen Capital Management

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077

Holdings Activity Buys Sells History

Holding/activity history for iShares iBoxx $ High Yield Corporate Bond ETF (HYG)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2025 Q4	0	0.00	Sell 100.00%	0.05	$79.95–81.33 · VW $80.66i		SEC
2025 Q3	200,000	0.05	Buy	0.05	$79.75–81.36 · VW $80.58i	$16,238,000	SEC

Price snapshot:

Current price$79.52

52-week low$75.21

52-week high$79.91