Choate Investment Advisors’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 | $40.3K | Buy |
+500
| New | +$40.3K | ﹤0.01% | 444 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$36.9K | – | 400 |
|
|
2023
Q3 | $36.9K | Hold |
500
| – | – | ﹤0.01% | 408 |
|
|
2023
Q2 | $37.5K | Hold |
500
| – | – | ﹤0.01% | 325 |
|
|
2023
Q1 | $37.8K | Hold |
500
| – | – | ﹤0.01% | 302 |
|
|
2022
Q4 | $36.8K | Buy |
+500
| New | +$36.8K | ﹤0.01% | 312 |
|
|
2016
Q4 | – | Sell |
-3,378
| Closed | -$295K | – | 246 |
|
|
2016
Q3 | $295K | Hold |
3,378
| – | – | 0.02% | 197 |
|
|
2016
Q2 | $286K | Sell |
3,378
-3,340
| -50% | -$283K | 0.02% | 193 |
|
|
2016
Q1 | $549K | Sell |
6,718
-14,335
| -68% | -$1.17M | 0.04% | 145 |
|
|
2015
Q4 | $1.89M | Sell |
21,053
-93,637
| -82% | -$8.39M | 0.14% | 84 |
|
|
2015
Q3 | $9.55M | Sell |
114,690
-851,604
| -88% | -$70.9M | 0.65% | 19 |
|
|
2015
Q2 | $85.8M | Buy |
966,294
+394,148
| +69% | +$35M | 4.95% | 5 |
|
|
2015
Q1 | $51.8M | Buy |
572,146
+551,093
| +2,618% | +$49.9M | 2.94% | 7 |
|
|
2014
Q4 | $1.89M | Buy |
+21,053
| New | +$1.89M | 0.11% | 83 |
|