Choate Investment Advisors’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	–	Sell	-500	Closed	-$40.3K	–	449
2025 Q2	$40.3K	Buy	+500	New	+$39.4K	﹤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	+$36.9K	﹤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%	-$278K	0.02%	193
2016 Q1	$549K	Sell	6,718 -14,335	-68%	-$1.14M	0.04%	145
2015 Q4	$1.89M	Sell	21,053 -93,637	-82%	-$7.78M	0.14%	84
2015 Q3	$9.55M	Sell	114,690 -851,604	-88%	-$73.8M	0.65%	19
2015 Q2	$85.8M	Buy	966,294 +394,148	+69%	+$35.6M	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	+$1.92M	0.11%	83