Bartlett & Co Wealth Management’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 | $38.8K | Hold |
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|
2025
Q2 | $38.6K | Hold |
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|
2025
Q1 | $37.7K | Sell |
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|
2024
Q4 | $54K | Sell |
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|
2024
Q3 | $85K | Hold |
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|
2024
Q2 | $81.6K | Hold |
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|
2024
Q1 | $82.2K | Hold |
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|
2023
Q4 | $82.2K | Hold |
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|
2023
Q3 | $78K | Hold |
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|
2023
Q2 | $79.4K | Sell |
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|
2023
Q1 | $179K | Hold |
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|
2022
Q4 | $175K | Buy |
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|
2022
Q3 | $86.2K | Hold |
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|
2022
Q2 | $88.9K | Buy |
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|
2022
Q1 | $74.5K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $79.2K | Hold |
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|
2021
Q2 | $79.7K | Buy |
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|
2021
Q1 | $65.8K | Hold |
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|
2020
Q4 | $65.9K | Hold |
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|
2020
Q3 | $63.3K | Hold |
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|
2020
Q2 | $61.6K | Hold |
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|
2020
Q1 | $58.2K | Sell |
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|
2019
Q4 | $462K | Hold |
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|
2019
Q3 | $458K | Hold |
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|
2019
Q2 | $458K | Hold |
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|
2019
Q1 | $454K | Buy |
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|
2018
Q4 | $404K | Buy |
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|
2018
Q3 | $30.3K | Buy |
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|
2018
Q2 | $14.9K | Sell |
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|
2018
Q1 | $24.1K | Buy |
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