EP Wealth 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
Q2 | $155K | Sell |
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2025
Q1 | $261K | Sell |
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|
2024
Q4 | $394K | Buy |
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|
2024
Q3 | $183K | Buy |
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|
2024
Q2 | $176K | Buy |
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|
2024
Q1 | $161K | Buy |
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|
2023
Q4 | $120K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $5.38M | Buy |
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|
2022
Q2 | $5.09M | Buy |
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|
2022
Q1 | $890K | Buy |
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|
2021
Q4 | $361K | Sell |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $521K | Buy |
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|
2020
Q4 | $349K | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $454K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $298K | Sell |
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|
2018
Q2 | $444K | Buy |
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|
2018
Q1 | $333K | Sell |
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|
2017
Q4 | $677K | Sell |
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|
2017
Q3 | $1.71M | Sell |
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|
2017
Q2 | $2.4M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $214K | Sell |
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|
2015
Q4 | $1.88M | Buy |
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|
2015
Q3 | $403K | Sell |
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|
2015
Q2 | $583K | Sell |
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|
2015
Q1 | $863K | Sell |
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|
2014
Q4 | $2.12M | Buy |
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|
2014
Q3 | $821K | Buy |
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|
2014
Q2 | $837K | Sell |
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|
2014
Q1 | $866K | Sell |
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|
2013
Q4 | $860K | Hold |
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|
2013
Q3 | $848K | Buy |
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