EverSource Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Sell |
9,832
-1,234
| -11% | -$99.5K | 0.04% | 329 |
|
|
2025
Q1 | $873K | Sell |
11,066
-14,339
| -56% | -$1.13M | 0.05% | 270 |
|
|
2024
Q4 | $2M | Buy |
25,405
+25,215
| +13,271% | +$1.98M | 0.11% | 149 |
|
|
2024
Q3 | $15.3K | Hold |
190
| – | – | ﹤0.01% | 1633 |
|
|
2024
Q2 | $14.9K | Buy |
190
+25
| +15% | +$1.96K | ﹤0.01% | 1656 |
|
|
2024
Q1 | $12.6K | Sell |
165
-126
| -43% | -$9.61K | ﹤0.01% | 1580 |
|
|
2023
Q4 | $22.5K | Sell |
291
-21
| -7% | -$1.63K | ﹤0.01% | 1185 |
|
|
2023
Q3 | $23K | Sell |
312
-240
| -43% | -$17.7K | ﹤0.01% | 1075 |
|
|
2023
Q2 | $41.4K | Buy |
552
+209
| +61% | +$15.7K | ﹤0.01% | 910 |
|
|
2023
Q1 | $25.9K | Buy |
343
+220
| +179% | +$16.6K | ﹤0.01% | 993 |
|
|
2022
Q4 | $9.06K | Buy |
123
+13
| +12% | +$957 | ﹤0.01% | 1367 |
|
|
2022
Q3 | $8K | Buy |
110
+57
| +108% | +$4.15K | ﹤0.01% | 1197 |
|
|
2022
Q2 | $4K | Hold |
53
| – | – | ﹤0.01% | 1325 |
|
|
2022
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 1333 |
|
|
2021
Q4 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 1258 |
|