Concurrent 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 | $1.33M | Sell |
16,470
-58
| -0.4% | -$4.68K | 0.03% | 526 |
|
|
2025
Q1 | $1.3M | Buy |
16,528
+1,413
| +9% | +$111K | 0.03% | 469 |
|
|
2024
Q4 | $1.19M | Sell |
15,115
-1,304
| -8% | -$103K | 0.03% | 446 |
|
|
2024
Q3 | $1.32M | Sell |
16,419
-1,507
| -8% | -$121K | 0.04% | 406 |
|
|
2024
Q2 | $1.38M | Sell |
17,926
-4,826
| -21% | -$372K | 0.05% | 359 |
|
|
2024
Q1 | $1.77M | Buy |
22,752
+5,883
| +35% | +$457K | 0.07% | 263 |
|
|
2023
Q4 | $1.31M | Buy |
+16,869
| New | +$1.31M | 0.06% | 289 |
|