Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $387K | Hold |
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2023
Q2 | $394K | Hold |
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|
2023
Q1 | $397K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $601K | Buy |
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|
2021
Q1 | $484K | Sell |
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|
2020
Q4 | $606K | Buy |
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|
2020
Q3 | $516K | Sell |
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|
2020
Q2 | $957K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $386K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $91K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $326K | Sell |
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|
2018
Q2 | $811K | Sell |
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2018
Q1 | $1.26M | Sell |
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|
2017
Q4 | $1.88M | Buy |
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