CLA (CliftonLarsonAllen) Wealth 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 | $11M | Sell |
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2025
Q2 | $12.1M | Sell |
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2025
Q1 | $13.8M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $589K | Sell |
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|
2021
Q2 | $662K | Buy |
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|
2019
Q4 | $2.26M | Sell |
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|
2019
Q3 | $10.7M | Sell |
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|
2019
Q2 | $12.6M | Buy |
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|
2019
Q1 | $12.3M | Sell |
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|
2018
Q4 | $12.5M | Sell |
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|
2018
Q3 | $14.4M | Buy |
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|
2018
Q2 | $13.7M | Sell |
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|
2018
Q1 | $14.1M | Buy |
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|
2017
Q4 | $12.9M | Sell |
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|
2017
Q3 | $14.4M | Sell |
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|
2017
Q2 | $14.5M | Buy |
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|
2017
Q1 | $14.2M | Buy |
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|
2016
Q4 | $11.7M | Sell |
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|
2016
Q3 | $12M | Sell |
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|
2016
Q2 | $14.9M | Buy |
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|
2016
Q1 | $6.71M | Buy |
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|
2015
Q4 | $4.87M | Sell |
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|
2015
Q3 | $5.69M | Buy |
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|
2015
Q2 | $4.34M | Buy |
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|
2015
Q1 | $2.2M | Sell |
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|
2014
Q4 | $2.22M | Sell |
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|
2014
Q3 | $2.45M | Sell |
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|
2014
Q2 | $2.69M | Sell |
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|
2014
Q1 | $2.7M | Sell |
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|
2013
Q4 | $2.69M | Buy |
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|
2013
Q3 | $2.59M | Buy |
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