Creative Planning’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 | $757K | Sell |
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2025
Q1 | $1.64M | Buy |
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2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $976K | Buy |
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|
2024
Q2 | $855K | Buy |
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|
2024
Q1 | $631K | Buy |
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|
2023
Q4 | $507K | Sell |
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|
2023
Q3 | $607K | Sell |
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|
2023
Q2 | $628K | Sell |
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|
2023
Q1 | $859K | Sell |
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|
2022
Q4 | $852K | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $9.36M | Sell |
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|
2021
Q3 | $10.2M | Sell |
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|
2021
Q2 | $12.5M | Sell |
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|
2021
Q1 | $21M | Sell |
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|
2020
Q4 | $25M | Buy |
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|
2020
Q3 | $6.3M | Sell |
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|
2020
Q2 | $11.2M | Buy |
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|
2020
Q1 | $4.4M | Sell |
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|
2019
Q4 | $5.35M | Sell |
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|
2019
Q3 | $5.47M | Buy |
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|
2019
Q2 | $4.93M | Sell |
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|
2019
Q1 | $4.95M | Buy |
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|
2018
Q4 | $4.51M | Sell |
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|
2018
Q3 | $4.85M | Sell |
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|
2018
Q2 | $5.06M | Sell |
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|
2018
Q1 | $5.28M | Sell |
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|
2017
Q4 | $5.82M | Sell |
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|
2017
Q3 | $5.94M | Buy |
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|
2017
Q2 | $5.82M | Buy |
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|
2017
Q1 | $5.47M | Buy |
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|
2016
Q4 | $5.29M | Sell |
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|
2016
Q3 | $5.98M | Buy |
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|
2016
Q2 | $4.38M | Buy |
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|
2016
Q1 | $4.22M | Sell |
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|
2015
Q4 | $4.19M | Sell |
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|
2015
Q3 | $4.58M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $611K | Sell |
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|
2014
Q4 | $629K | Sell |
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|
2014
Q3 | $881K | Buy |
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|
2014
Q2 | $732K | Buy |
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|
2014
Q1 | $638K | Buy |
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|
2013
Q4 | $526K | Sell |
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|
2013
Q3 | $581K | Sell |
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|
2013
Q2 | $619K | Buy |
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