Congress Wealth Management’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 | $1.83M | Sell |
22,685
-420
| -2% | -$33.9K | 0.02% | 570 |
|
|
2025
Q1 | $1.82M | Buy |
23,105
+422
| +2% | +$33.3K | 0.02% | 513 |
|
|
2024
Q4 | $1.78M | Buy |
22,683
+613
| +3% | +$48.2K | 0.02% | 430 |
|
|
2024
Q3 | $1.77M | Sell |
22,070
-4,215
| -16% | -$338K | 0.02% | 441 |
|
|
2024
Q2 | $2.03M | Sell |
26,285
-2,305
| -8% | -$178K | 0.03% | 358 |
|
|
2024
Q1 | $2.22M | Buy |
28,590
+2,484
| +10% | +$193K | 0.04% | 307 |
|
|
2023
Q4 | $2.02M | Buy |
26,106
+1,072
| +4% | +$83K | 0.04% | 311 |
|
|
2023
Q3 | $1.85M | Buy |
25,034
+16,720
| +201% | +$1.23M | 0.04% | 313 |
|
|
2023
Q2 | $624K | Sell |
8,314
-1,570
| -16% | -$118K | 0.01% | 390 |
|
|
2023
Q1 | $747K | Sell |
9,884
-105
| -1% | -$7.93K | 0.02% | 377 |
|
|
2022
Q4 | $736K | Sell |
9,989
-4,912
| -33% | -$362K | 0.02% | 366 |
|
|
2022
Q3 | $1.06M | Sell |
14,901
-596
| -4% | -$42.6K | 0.03% | 330 |
|
|
2022
Q2 | $1.14M | Buy |
15,497
+1,252
| +9% | +$92.2K | 0.03% | 322 |
|
|
2022
Q1 | $1.17M | Sell |
14,245
-7,327
| -34% | -$603K | 0.03% | 334 |
|
|
2021
Q4 | $1.88M | Buy |
+21,572
| New | +$1.88M | 0.04% | 312 |
|