Exencial 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
Q3 | $362K | Sell |
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|
2025
Q2 | $633K | Buy |
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|
2025
Q1 | $615K | Buy |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $311K | Buy |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $315K | Buy |
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $314K | Buy |
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