Financial Advisors Network’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.3M | Sell |
164,599
-7,775
| -5% | -$627K | 2% | 13 |
|
2025
Q1 | $13.6M | Buy |
172,374
+18,257
| +12% | +$1.44M | 2.26% | 12 |
|
2024
Q4 | $12.1M | Buy |
+154,117
| New | +$12.1M | 2.02% | 12 |
|
2023
Q4 | $12.5M | Sell |
162,047
-4,131
| -2% | -$320K | 2.52% | 10 |
|
2023
Q3 | $12.3M | Buy |
+166,178
| New | +$12.3M | 2.75% | 9 |
|
2022
Q4 | $11.1M | Buy |
150,187
+1,614
| +1% | +$119K | 2.93% | 9 |
|
2022
Q3 | $10.6M | Buy |
148,573
+720
| +0.5% | +$51.4K | 3.13% | 7 |
|
2022
Q2 | $10.9M | Buy |
147,853
+18,312
| +14% | +$1.35M | 3.04% | 7 |
|
2022
Q1 | $10.7M | Buy |
129,541
+8,467
| +7% | +$697K | 2.62% | 8 |
|
2021
Q4 | $10.5M | Buy |
121,074
+6,170
| +5% | +$537K | 2.37% | 10 |
|
2021
Q3 | $9.98M | Buy |
114,904
+27,873
| +32% | +$2.42M | 2.3% | 10 |
|
2021
Q2 | $7.66M | Buy |
87,031
+4,743
| +6% | +$418K | 2.26% | 10 |
|
2021
Q1 | $7.17M | Sell |
82,288
-563
| -0.7% | -$49.1K | 2.32% | 11 |
|
2020
Q4 | $7.23M | Buy |
82,851
+401
| +0.5% | +$35K | 2.49% | 8 |
|
2020
Q3 | $6.92M | Buy |
82,450
+7,513
| +10% | +$630K | 2.71% | 8 |
|
2020
Q2 | $6.12M | Buy |
74,937
+3,869
| +5% | +$316K | 2.49% | 9 |
|
2020
Q1 | $5.48M | Buy |
71,068
+640
| +0.9% | +$49.3K | 2.61% | 10 |
|
2019
Q4 | $6.19M | Buy |
70,428
+3,796
| +6% | +$334K | 2.84% | 6 |
|
2019
Q3 | $5.81M | Buy |
66,632
+2,784
| +4% | +$243K | 2.97% | 6 |
|
2019
Q2 | $5.49M | Sell |
63,848
-1,217
| -2% | -$105K | 2.95% | 6 |
|
2019
Q1 | $5.52M | Buy |
65,065
+288
| +0.4% | +$24.5K | 3.2% | 6 |
|
2018
Q4 | $5.25M | Buy |
+64,777
| New | +$5.25M | 3.27% | 6 |
|
2018
Q2 | $5.99M | Buy |
+70,399
| New | +$5.99M | 3.62% | 6 |
|
2017
Q4 | $3.99M | Buy |
45,743
+6,668
| +17% | +$582K | 2.7% | 8 |
|
2017
Q3 | $3.47M | Buy |
39,075
+319
| +0.8% | +$28.3K | 2.74% | 11 |
|
2017
Q2 | $3.43M | Sell |
38,756
-1,723
| -4% | -$152K | 2.84% | 11 |
|
2017
Q1 | $3.56M | Buy |
40,479
+314
| +0.8% | +$27.6K | 3.08% | 9 |
|
2016
Q4 | $3.52M | Buy |
+40,165
| New | +$3.52M | 2.99% | 7 |
|