Avidian Wealth Enterprises’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 | $625K | Buy |
|
|||||
|
2025
Q2 | $584K | Sell |
|
|||||
|
2025
Q1 | $575K | Buy |
|
|||||
|
2024
Q4 | $571K | Buy |
|
|||||
|
2024
Q3 | $473K | Buy |
|
|||||
|
2024
Q2 | $452K | Buy |
|
|||||
|
2024
Q1 | $452K | Buy |
|
|||||
|
2023
Q4 | $375K | Buy |
|
|||||
|
2023
Q3 | $316K | Buy |
|
|||||
|
2023
Q2 | $303K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $222K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $303K | Sell |
|
|||||
|
2021
Q1 | $1.09M | Sell |
|
|||||
|
2020
Q4 | $1.43M | Buy |
|
|||||
|
2020
Q3 | $287K | Buy |
|
|||||
|
2020
Q2 | $247K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $248K | Buy |
|