Geneos Wealth Management’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 | $615K | Sell |
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|
2025
Q2 | $1.02M | Sell |
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2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $717K | Sell |
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|
2024
Q1 | $806K | Sell |
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|
2023
Q4 | $913K | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.73M | Buy |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $4.9M | Buy |
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|
2021
Q4 | $5.15M | Sell |
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|
2021
Q3 | $5.52M | Buy |
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|
2021
Q2 | $5.46M | Sell |
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|
2021
Q1 | $5.78M | Sell |
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|
2020
Q4 | $5.75M | Buy |
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|
2020
Q3 | $1.94M | Buy |
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|
2020
Q2 | $1.7M | Buy |
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|
2020
Q1 | $1.43M | Sell |
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|
2019
Q4 | $1.82M | Buy |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.32M | Buy |
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|
2018
Q4 | $911K | Sell |
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|
2018
Q3 | $1.7M | Buy |
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|
2018
Q2 | $931K | Sell |
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|
2018
Q1 | $1.34M | Sell |
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|
2017
Q4 | $2.84M | Buy |
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|
2017
Q3 | $2.67M | Buy |
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|
2017
Q2 | $2.65M | Buy |
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|
2017
Q1 | $2.64M | Sell |
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|
2016
Q4 | $3.56M | Buy |
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|
2016
Q3 | $2.3M | Buy |
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|
2016
Q2 | $1.84M | Sell |
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|
2016
Q1 | $1.85M | Buy |
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