Concord Wealth Partners’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
Q2 | $143K | Buy |
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2025
Q1 | $138K | Buy |
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|
2024
Q4 | $136K | Buy |
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2024
Q3 | $136K | Buy |
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|
2024
Q2 | $129K | Buy |
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|
2024
Q1 | $128K | Buy |
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|
2023
Q4 | $126K | Buy |
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|
2023
Q3 | $117K | Buy |
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|
2023
Q2 | $118K | Buy |
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|
2023
Q1 | $117K | Sell |
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|
2022
Q4 | $156K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $138K | Buy |
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|
2022
Q1 | $152K | Buy |
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|
2021
Q4 | $160K | Buy |
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|
2021
Q3 | $1K | Sell |
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|
2021
Q2 | $12K | Sell |
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|
2021
Q1 | $43K | Sell |
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|
2020
Q4 | $149K | Buy |
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