EA
Efficient Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
2,537
-1,165
| -31% | -$93.9K | 0.01% | 95 |
|
|
2025
Q1 | $292K | Sell |
3,702
-1,513
| -29% | -$119K | 0.02% | 57 |
|
|
2024
Q4 | $410K | Sell |
5,215
-1,387
| -21% | -$109K | 0.03% | 57 |
|
|
2024
Q3 | $530K | Sell |
6,602
-142
| -2% | -$11.4K | 0.03% | 53 |
|
|
2024
Q2 | $520K | Sell |
6,744
-7
| -0.1% | -$540 | 0.03% | 53 |
|
|
2024
Q1 | $525K | Sell |
6,751
-89
| -1% | -$6.92K | 0.03% | 53 |
|
|
2023
Q4 | $529K | Sell |
6,840
-557
| -8% | -$43.1K | 0.04% | 54 |
|
|
2023
Q3 | $545K | Sell |
7,397
-155
| -2% | -$11.4K | 0.04% | 54 |
|
|
2023
Q2 | $567K | Sell |
7,552
-255
| -3% | -$19.1K | 0.04% | 56 |
|
|
2023
Q1 | $590K | Sell |
7,807
-200
| -2% | -$15.1K | 0.04% | 54 |
|
|
2022
Q4 | $590K | Sell |
8,007
-228
| -3% | -$16.8K | 0.06% | 49 |
|
|
2022
Q3 | $588K | Buy |
8,235
+65
| +0.8% | +$4.64K | 0.05% | 44 |
|
|
2022
Q2 | $601K | Sell |
8,170
-46
| -0.6% | -$3.38K | 0.05% | 43 |
|
|
2022
Q1 | $676K | Buy |
8,216
+85
| +1% | +$6.99K | 0.05% | 43 |
|
|
2021
Q4 | $707K | Sell |
8,131
-151
| -2% | -$13.1K | 0.05% | 46 |
|
|
2021
Q3 | $725K | Sell |
8,282
-1,205
| -13% | -$105K | 0.07% | 46 |
|
|
2021
Q2 | $835K | Sell |
9,487
-58
| -0.6% | -$5.11K | 0.1% | 43 |
|
|
2021
Q1 | $832K | Sell |
9,545
-3,901
| -29% | -$340K | 0.11% | 42 |
|
|
2020
Q4 | $1.17M | Sell |
13,446
-4,265
| -24% | -$372K | 0.18% | 42 |
|
|
2020
Q3 | $1.49M | Sell |
17,711
-165
| -0.9% | -$13.8K | 0.27% | 27 |
|
|
2020
Q2 | $1.46M | Buy |
17,876
+1,228
| +7% | +$100K | 0.27% | 27 |
|
|
2020
Q1 | $1.28M | Buy |
16,648
+360
| +2% | +$27.7K | 0.27% | 29 |
|
|
2019
Q4 | $1.43M | Buy |
16,288
+4
| +0% | +$352 | 0.25% | 28 |
|
|
2019
Q3 | $1.42M | Sell |
16,284
-414
| -2% | -$36.1K | 0.26% | 27 |
|
|
2019
Q2 | $1.46M | Sell |
16,698
-1,096
| -6% | -$95.6K | 0.25% | 27 |
|
|
2019
Q1 | $1.54M | Buy |
17,794
+497
| +3% | +$43K | 0.27% | 27 |
|
|
2018
Q4 | $1.4M | Sell |
17,297
-1,590
| -8% | -$129K | 0.26% | 29 |
|
|
2018
Q3 | $1.63M | Sell |
18,887
-103
| -0.5% | -$8.91K | 0.28% | 28 |
|
|
2018
Q2 | $1.62M | Sell |
18,990
-206
| -1% | -$17.5K | 0.27% | 28 |
|
|
2018
Q1 | $1.64M | Buy |
19,196
+370
| +2% | +$31.7K | 0.28% | 28 |
|
|
2017
Q4 | $1.64M | Buy |
18,826
+1,339
| +8% | +$117K | 0.27% | 28 |
|
|
2017
Q3 | $1.55M | Sell |
17,487
-83
| -0.5% | -$7.37K | 0.27% | 28 |
|
|
2017
Q2 | $1.55M | Sell |
17,570
-1,965
| -10% | -$174K | 0.23% | 32 |
|
|
2017
Q1 | $1.72M | Buy |
19,535
+1,322
| +7% | +$116K | 0.24% | 34 |
|
|
2016
Q4 | $1.58M | Sell |
18,213
-511
| -3% | -$44.2K | 0.23% | 35 |
|
|
2016
Q3 | $1.63M | Sell |
18,724
-747
| -4% | -$65.2K | 0.24% | 36 |
|
|
2016
Q2 | $1.65M | Buy |
19,471
+330
| +2% | +$27.9K | 0.26% | 38 |
|
|
2016
Q1 | $1.56M | Buy |
19,141
+2,603
| +16% | +$213K | 0.28% | 33 |
|
|
2015
Q4 | $1.33M | Buy |
16,538
+937
| +6% | +$75.5K | 0.29% | 23 |
|
|
2015
Q3 | $1.3M | Sell |
15,601
-2,223
| -12% | -$185K | 0.29% | 24 |
|
|
2015
Q2 | $1.58M | Buy |
17,824
+252
| +1% | +$22.4K | 0.33% | 21 |
|
|
2015
Q1 | $1.59M | Buy |
17,572
+1,460
| +9% | +$132K | 0.34% | 20 |
|
|
2014
Q4 | $1.44M | Buy |
16,112
+896
| +6% | +$80.3K | 0.33% | 17 |
|
|
2014
Q3 | $1.4M | Buy |
15,216
+944
| +7% | +$86.8K | 0.32% | 17 |
|
|
2014
Q2 | $1.36M | Sell |
14,272
-1,274
| -8% | -$121K | 0.31% | 17 |
|
|
2014
Q1 | $1.47M | Sell |
15,546
-1,265
| -8% | -$119K | 0.35% | 15 |
|
|
2013
Q4 | $1.56M | Buy |
16,811
+34
| +0.2% | +$3.16K | 0.38% | 16 |
|
|
2013
Q3 | $1.54M | Sell |
16,777
-475
| -3% | -$43.5K | 0.39% | 16 |
|
|
2013
Q2 | $1.57M | Buy |
+17,252
| New | +$1.57M | 0.44% | 16 |
|