Financial Advocates Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Financial Advocates Investment Management’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,230	Closed	-$1.12M	–	673
2025 Q1	$1.12M	Sell	14,230 -93	-0.6%	-$7.34K	0.08%	257
2024 Q4	$1.13M	Buy	14,323 +8,213	+134%	+$646K	0.06%	282
2024 Q3	$536K	Sell	6,110 -7,861	-56%	-$690K	0.03%	442
2024 Q2	$1.08M	Buy	13,971 +1,073	+8%	+$82.8K	0.07%	276
2024 Q1	$1.36M	Sell	12,898 -2,699	-17%	-$284K	0.08%	251
2023 Q4	$1.21M	Buy	15,597 +12,378	+385%	+$958K	0.08%	249
2023 Q3	$237K	Sell	3,219 -1,335	-29%	-$98.5K	0.02%	595
2023 Q2	$371K	Sell	4,554 -23,685	-84%	-$1.93M	0.03%	460
2023 Q1	$2.13M	Sell	28,239 -8,970	-24%	-$678K	0.15%	152
2022 Q4	$2.74M	Buy	37,209 +17,062	+85%	+$1.26M	0.2%	123
2022 Q3	$1.42M	Sell	20,147 -13,746	-41%	-$970K	0.12%	192
2022 Q2	$2.5M	Sell	33,893 -5,971	-15%	-$440K	0.2%	126
2022 Q1	$3.28M	Sell	39,864 -7,926	-17%	-$652K	0.22%	113
2021 Q4	$4.16M	Sell	47,790 -1,627	-3%	-$142K	0.26%	91
2021 Q3	$4.32M	Buy	49,417 +9,161	+23%	+$802K	0.29%	84
2021 Q2	$3.54M	Buy	40,256 +256	+0.6%	+$22.5K	0.24%	99
2021 Q1	$3.49M	Buy	40,000 +5,073	+15%	+$442K	0.25%	84
2020 Q4	$3.04M	Sell	34,927 -5,525	-14%	-$480K	0.21%	105
2020 Q3	$3.39M	Buy	40,452 +1,455	+4%	+$122K	0.29%	76
2020 Q2	$3.18M	Buy	38,997 +2,909	+8%	+$237K	0.3%	78
2020 Q1	$2.78M	Sell	36,088 -15,079	-29%	-$1.16M	0.4%	64
2019 Q4	$4.5M	Buy	51,167 +4,076	+9%	+$358K	0.48%	47
2019 Q3	$4.11M	Buy	47,091 +665	+1%	+$58K	0.47%	52
2019 Q2	$4.05M	Sell	46,426 -1,237	-3%	-$108K	0.47%	52
2019 Q1	$4.12M	Sell	47,663 -2,091	-4%	-$181K	0.51%	50
2018 Q4	$4.04M	Buy	49,754 +9,506	+24%	+$771K	0.55%	48
2018 Q3	$3.48M	Buy	40,248 +1,455	+4%	+$126K	0.39%	64
2018 Q2	$3.29M	Sell	38,793 -358	-0.9%	-$30.4K	0.4%	68
2018 Q1	$3.35M	Buy	39,151 +1,637	+4%	+$140K	0.44%	59
2017 Q4	$3.27M	Buy	+37,514	New	+$3.27M	0.45%	56