Congress Wealth Management’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 | $1.83M | Sell |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.77M | Sell |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $2.22M | Buy |
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|
2023
Q4 | $2.02M | Buy |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $624K | Sell |
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|
2023
Q1 | $747K | Sell |
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|
2022
Q4 | $736K | Sell |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.88M | Buy |
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