Dumont & Blake Investment Advisors’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
Q3 | $220K | Hold |
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|
2025
Q2 | $219K | Hold |
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|
2025
Q1 | $214K | Hold |
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|
2024
Q4 | $213K | Hold |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $418K | Buy |
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|
2024
Q1 | $211K | Hold |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $211K | Hold |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $207K | Hold |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $245K | Hold |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $248K | Buy |
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|
2021
Q1 | $231K | Buy |
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