Avantax Planning Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Sell |
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2025
Q2 | $1.09M | Buy |
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2025
Q1 | $650K | Sell |
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|
2024
Q4 | $768K | Sell |
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|
2024
Q3 | $824K | Sell |
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|
2024
Q2 | $842K | Sell |
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|
2024
Q1 | $852K | Sell |
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|
2023
Q4 | $898K | Buy |
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|
2023
Q3 | $813K | Sell |
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|
2023
Q2 | $865K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $996K | Buy |
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|
2022
Q3 | $466K | Buy |
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|
2022
Q2 | $322K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $990K | Buy |
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|
2018
Q3 | $163K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $198K | Sell |
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|
2017
Q4 | $264K | Sell |
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|
2017
Q3 | $573K | Sell |
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|
2017
Q2 | $582K | Buy |
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|
2017
Q1 | $461K | Sell |
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|
2016
Q4 | $664K | Buy |
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