GeoWealth 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
Q2 | $1.03M | Sell |
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2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $2.08M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $618K | Sell |
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|
2023
Q2 | $644K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $430K | Sell |
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|
2022
Q1 | $801K | Sell |
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|
2021
Q4 | $993K | Sell |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $4.01M | Buy |
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|
2021
Q1 | $3.8M | Buy |
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|
2020
Q4 | $3.49M | Buy |
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|
2020
Q3 | $1.94M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.88M | Buy |
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