EverSource 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 | $793K | Sell |
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2025
Q1 | $873K | Sell |
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2024
Q4 | $2M | Buy |
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2024
Q3 | $15.3K | Hold |
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|
2024
Q2 | $14.9K | Buy |
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|
2024
Q1 | $12.6K | Sell |
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|
2023
Q4 | $22.5K | Sell |
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|
2023
Q3 | $23K | Sell |
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|
2023
Q2 | $41.4K | Buy |
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|
2023
Q1 | $25.9K | Buy |
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|
2022
Q4 | $9.06K | Buy |
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|
2022
Q3 | $8K | Buy |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $5K | Buy |
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