Efficient Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Efficient Advisors’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,537	Closed	-$205K	–	79
2025 Q2	$205K	Sell	2,537 -1,165	-31%	-$91.8K	0.01%	95
2025 Q1	$292K	Sell	3,702 -1,513	-29%	-$120K	0.02%	57
2024 Q4	$410K	Sell	5,215 -1,387	-21%	-$110K	0.03%	57
2024 Q3	$530K	Sell	6,602 -142	-2%	-$11.2K	0.03%	53
2024 Q2	$520K	Sell	6,744 -7	-0.1%	-$538	0.03%	53
2024 Q1	$525K	Sell	6,751 -89	-1%	-$6.88K	0.03%	53
2023 Q4	$529K	Sell	6,840 -557	-8%	-$41.5K	0.04%	54
2023 Q3	$545K	Sell	7,397 -155	-2%	-$11.6K	0.04%	54
2023 Q2	$567K	Sell	7,552 -255	-3%	-$19K	0.04%	56
2023 Q1	$590K	Sell	7,807 -200	-2%	-$15K	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%	+$4.91K	0.05%	44
2022 Q2	$601K	Sell	8,170 -46	-0.6%	-$3.58K	0.05%	43
2022 Q1	$676K	Buy	8,216 +85	+1%	+$7.11K	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%	-$106K	0.07%	46
2021 Q2	$835K	Sell	9,487 -58	-0.6%	-$5.06K	0.1%	43
2021 Q1	$832K	Sell	9,545 -3,901	-29%	-$339K	0.11%	42
2020 Q4	$1.17M	Sell	13,446 -4,265	-24%	-$365K	0.18%	42
2020 Q3	$1.49M	Sell	17,711 -165	-0.9%	-$13.9K	0.27%	27
2020 Q2	$1.46M	Buy	17,876 +1,228	+7%	+$99K	0.27%	27
2020 Q1	$1.28M	Buy	16,648 +360	+2%	+$30.4K	0.27%	29
2019 Q4	$1.43M	Buy	16,288 +4	+0%	+$348	0.25%	28
2019 Q3	$1.42M	Sell	16,284 -414	-2%	-$36K	0.26%	27
2019 Q2	$1.46M	Sell	16,698 -1,096	-6%	-$94.6K	0.25%	27
2019 Q1	$1.54M	Buy	17,794 +497	+3%	+$42.2K	0.27%	27
2018 Q4	$1.4M	Sell	17,297 -1,590	-8%	-$133K	0.26%	29
2018 Q3	$1.63M	Sell	18,887 -103	-0.5%	-$8.85K	0.28%	28
2018 Q2	$1.62M	Sell	18,990 -206	-1%	-$17.6K	0.27%	28
2018 Q1	$1.64M	Buy	19,196 +370	+2%	+$32K	0.28%	28
2017 Q4	$1.64M	Buy	18,826 +1,339	+8%	+$118K	0.27%	28
2017 Q3	$1.55M	Sell	17,487 -83	-0.5%	-$7.32K	0.27%	28
2017 Q2	$1.55M	Sell	17,570 -1,965	-10%	-$173K	0.23%	32
2017 Q1	$1.72M	Buy	19,535 +1,322	+7%	+$115K	0.24%	34
2016 Q4	$1.58M	Sell	18,213 -511	-3%	-$44K	0.23%	35
2016 Q3	$1.63M	Sell	18,724 -747	-4%	-$64.3K	0.24%	36
2016 Q2	$1.65M	Buy	19,471 +330	+2%	+$27.4K	0.26%	38
2016 Q1	$1.56M	Buy	19,141 +2,603	+16%	+$207K	0.28%	33
2015 Q4	$1.33M	Buy	16,538 +937	+6%	+$77.9K	0.29%	23
2015 Q3	$1.3M	Sell	15,601 -2,223	-12%	-$193K	0.29%	24
2015 Q2	$1.58M	Buy	17,824 +252	+1%	+$22.8K	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%	+$81.6K	0.33%	17
2014 Q3	$1.4M	Buy	15,216 +944	+7%	+$88.3K	0.32%	17
2014 Q2	$1.36M	Sell	14,272 -1,274	-8%	-$120K	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%	-$43.6K	0.39%	16
2013 Q2	$1.57M	Buy	+17,252	New	+$1.62M	0.44%	16