Beacon Financial Group’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 | $328K | Buy |
|
|||||
|
2025
Q2 | $281K | Buy |
|
|||||
|
2025
Q1 | $263K | Sell |
|
|||||
|
2024
Q4 | $442K | Buy |
|
|||||
|
2024
Q3 | $310K | Sell |
|
|||||
|
2024
Q2 | $299K | Sell |
|
|||||
|
2024
Q1 | $353K | Sell |
|
|||||
|
2023
Q4 | $1.12M | Sell |
|
|||||
|
2023
Q3 | $2.1M | Sell |
|
|||||
|
2023
Q2 | $2.25M | Buy |
|
|||||
|
2023
Q1 | $1.02M | Sell |
|
|||||
|
2022
Q4 | $6.05M | Buy |
|
|||||
|
2022
Q3 | $1.13M | Buy |
|
|||||
|
2022
Q2 | $1.1M | Sell |
|
|||||
|
2022
Q1 | $3.11M | Sell |
|
|||||
|
2021
Q4 | $5.1M | Buy |
|
|||||
|
2021
Q3 | $4.68M | Buy |
|
|||||
|
2021
Q2 | $4.3M | Buy |
|
|||||
|
2021
Q1 | $3.26M | Hold |
|
|||||
|
2020
Q4 | $3.26M | Buy |
|
|||||
|
2020
Q3 | $2.59M | Buy |
|
|||||
|
2020
Q2 | $1.46M | Sell |
|
|||||
|
2020
Q1 | $1.64M | Sell |
|
|||||
|
2019
Q4 | $2.13M | Buy |
|
|||||
|
2019
Q3 | $2.06M | Buy |
|
|||||
|
2019
Q2 | $810K | Sell |
|
|||||
|
2019
Q1 | $2.01K | Buy |
|
|||||
|
2018
Q4 | $1.1M | Sell |
|
|||||
|
2018
Q3 | $2.52M | Buy |
|
|||||
|
2018
Q2 | $2.36M | Sell |
|
|||||
|
2018
Q1 | $2.84M | Sell |
|
|||||
|
2017
Q4 | $3.25M | Sell |
|
|||||
|
2017
Q3 | $3.56M | Buy |
|
|||||
|
2017
Q2 | $3.51M | Sell |
|
|||||
|
2017
Q1 | $3.5M | Sell |
|
|||||
|
2016
Q4 | $3.48M | Sell |
|
|||||
|
2016
Q3 | $3.7M | Sell |
|
|||||
|
2016
Q2 | $3.84M | Sell |
|
|||||
|
2016
Q1 | $3.79M | Buy |
|
|||||
|
2015
Q4 | $1.8M | Sell |
|
|||||
|
2015
Q3 | $3.05M | Sell |
|
|||||
|
2015
Q2 | $5.51M | Sell |
|
|||||
|
2015
Q1 | $5.69M | Buy |
|
|||||
|
2014
Q4 | $4.62M | Sell |
|
|||||
|
2014
Q3 | $7M | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $7.62M | Buy |
|
|||||
|
2013
Q4 | $7.46M | Buy |
|
|||||
|
2013
Q3 | $7.19M | Buy |
|