Frank Rimerman 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
$2.25M Hold
2025
Q2
$2.23M Hold
2025
Q1
$2.18M Sell
2024
Q4
$2.22M Hold
2024
Q3
$2.27M Hold
2024
Q2
$2.18M Hold
2024
Q1
$2.2M Hold
2023
Q4
$2.19M Hold
2023
Q3
$2.08M Sell
2023
Q2
$2.23M Hold
2023
Q1
$2.25M Hold
2022
Q4
$2.19M Buy
2022
Q3
$1.33M Sell
2022
Q2
$2.92M Buy
2022
Q1
$2.32M Hold
2021
Q4
$2.45M Buy
2021
Q3
$2.45M Buy
2021
Q2
$2.25M Buy
2021
Q1
$576K Sell
2020
Q4
$926K Buy