Atria Wealth Solutions’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64M | Sell |
82,361
-81,861
| -50% | -$6.6M | 0.15% | 154 |
|
|
2025
Q1 | $13M | Sell |
164,222
-145,610
| -47% | -$11.5M | 0.16% | 143 |
|
|
2024
Q4 | $24.4M | Buy |
309,832
+81,099
| +35% | +$6.38M | 0.27% | 78 |
|
|
2024
Q3 | $18.4M | Sell |
228,733
-10,819
| -5% | -$869K | 0.2% | 108 |
|
|
2024
Q2 | $18.5M | Sell |
239,552
-52,715
| -18% | -$4.07M | 0.2% | 102 |
|
|
2024
Q1 | $22.7M | Sell |
292,267
-29,981
| -9% | -$2.33M | 0.26% | 82 |
|
|
2023
Q4 | $24.9M | Buy |
322,248
+75,559
| +31% | +$5.85M | 0.31% | 63 |
|
|
2023
Q3 | $18.2M | Buy |
246,689
+30,974
| +14% | +$2.28M | 0.25% | 86 |
|
|
2023
Q2 | $16.2M | Buy |
215,715
+103,649
| +92% | +$7.78M | 0.22% | 100 |
|
|
2023
Q1 | $8.47M | Sell |
112,066
-137,261
| -55% | -$10.4M | 0.13% | 164 |
|
|
2022
Q4 | $18.4M | Buy |
249,327
+124,084
| +99% | +$9.14M | 0.29% | 81 |
|
|
2022
Q3 | $8.94M | Buy |
125,243
+5,707
| +5% | +$407K | 0.15% | 144 |
|
|
2022
Q2 | $8.8M | Buy |
119,536
+8,473
| +8% | +$624K | 0.17% | 126 |
|
|
2022
Q1 | $9.14M | Buy |
+111,063
| New | +$9.14M | 0.15% | 138 |
|