HBK Sorce Advisory’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 | $1.35M | Buy |
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|
2025
Q2 | $1.34M | Buy |
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2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $995K | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $329K | Buy |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $319K | Sell |
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|
2023
Q1 | $326K | Sell |
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|
2022
Q4 | $645K | Buy |
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|
2022
Q3 | $552K | Sell |
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|
2022
Q2 | $794K | Sell |
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|
2022
Q1 | $949K | Buy |
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|
2021
Q4 | $994K | Buy |
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|
2021
Q3 | $996K | Buy |
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|
2021
Q2 | $947K | Buy |
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|
2021
Q1 | $892K | Hold |
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|
2020
Q4 | $894K | Buy |
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|
2020
Q3 | $836K | Buy |
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|
2020
Q2 | $792K | Buy |
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|
2020
Q1 | $733K | Sell |
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|
2019
Q4 | $1.82M | Buy |
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|
2019
Q3 | $1.8M | Buy |
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|
2019
Q2 | $1.75M | Buy |
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|
2019
Q1 | $1.36M | Buy |
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|
2018
Q4 | $1.27M | Buy |
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|
2018
Q3 | $647K | Buy |
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|
2018
Q2 | $603K | Buy |
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|
2018
Q1 | $494K | Buy |
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|
2017
Q4 | $379K | Buy |
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|
2017
Q3 | $331K | Buy |
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|
2017
Q2 | $314K | Buy |
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|
2017
Q1 | $271K | Buy |
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|
2016
Q4 | $240K | Buy |
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|
2016
Q3 | $242K | Buy |
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|
2016
Q2 | $204K | Buy |
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