IFP Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Sell |
68,275
-773
| -1% | -$62.3K | 0.16% | 140 |
|
|
2025
Q1 | $5.45M | Buy |
69,048
+3,199
| +5% | +$252K | 0.17% | 129 |
|
|
2024
Q4 | $5.18M | Buy |
65,849
+6,307
| +11% | +$496K | 0.17% | 132 |
|
|
2024
Q3 | $4.78M | Buy |
59,542
+19,433
| +48% | +$1.56M | 0.17% | 131 |
|
|
2024
Q2 | $3.09M | Sell |
40,109
-8,629
| -18% | -$666K | 0.12% | 165 |
|
|
2024
Q1 | $3.79M | Buy |
48,738
+5,930
| +14% | +$461K | 0.17% | 129 |
|
|
2023
Q4 | $3.31M | Buy |
42,808
+18,774
| +78% | +$1.45M | 0.16% | 145 |
|
|
2023
Q3 | $1.77M | Sell |
24,034
-4,018
| -14% | -$296K | 0.08% | 264 |
|
|
2023
Q2 | $2.11M | Sell |
28,052
-17,083
| -38% | -$1.28M | 0.09% | 245 |
|
|
2023
Q1 | $4.27M | Sell |
45,135
-3,004
| -6% | -$284K | 0.19% | 109 |
|
|
2022
Q4 | $4.58M | Sell |
48,139
-19,535
| -29% | -$1.86M | 0.12% | 162 |
|
|
2022
Q3 | $6.43M | Buy |
67,674
+13,930
| +26% | +$1.32M | 0.17% | 119 |
|
|
2022
Q2 | $5.1M | Hold |
53,744
| – | – | 0.16% | 137 |
|
|
2022
Q1 | $5.1M | Buy |
53,744
+22,330
| +71% | +$2.12M | 0.16% | 137 |
|
|
2021
Q4 | $2.74M | Sell |
31,414
-65,590
| -68% | -$5.73M | 0.05% | 199 |
|
|
2021
Q3 | $8.48M | Sell |
97,004
-12,943
| -12% | -$1.13M | 0.17% | 66 |
|
|
2021
Q2 | $9.68M | Buy |
109,947
+13,600
| +14% | +$1.2M | 0.2% | 56 |
|
|
2021
Q1 | $8.41M | Buy |
96,347
+19,569
| +25% | +$1.71M | 0.16% | 58 |
|
|
2020
Q4 | $6.71M | Buy |
76,778
+7,498
| +11% | +$655K | 0.27% | 59 |
|
|
2020
Q3 | $5.81M | Buy |
69,280
+47,373
| +216% | +$3.97M | 0.35% | 56 |
|
|
2020
Q2 | $1.78M | Buy |
21,907
+11,240
| +105% | +$911K | 0.14% | 156 |
|
|
2020
Q1 | $819K | Sell |
10,667
-33,010
| -76% | -$2.53M | 0.08% | 248 |
|
|
2019
Q4 | $3.85M | Buy |
43,677
+22,133
| +103% | +$1.95M | 0.29% | 78 |
|
|
2019
Q3 | $1.88M | Buy |
+21,544
| New | +$1.88M | 0.13% | 182 |
|
|
2019
Q1 | $695K | Sell |
8,022
-36,954
| -82% | -$3.2M | 0.09% | 225 |
|
|
2018
Q4 | $3.65M | Buy |
44,976
+813
| +2% | +$65.9K | 0.22% | 101 |
|
|
2018
Q3 | $3.82M | Buy |
44,163
+9,422
| +27% | +$814K | 0.16% | 153 |
|
|
2018
Q2 | $2.96M | Sell |
34,741
-6,536
| -16% | -$556K | 0.12% | 186 |
|
|
2018
Q1 | $3.6M | Hold |
41,277
| – | – | 0.16% | 141 |
|
|
2017
Q4 | $3.6M | Sell |
41,277
-13,064
| -24% | -$1.14M | 0.16% | 141 |
|
|
2017
Q3 | $4.82M | Sell |
54,341
-1,127
| -2% | -$100K | 0.19% | 115 |
|
|
2017
Q2 | $4.9M | Sell |
55,468
-19,033
| -26% | -$1.68M | 0.21% | 106 |
|
|
2017
Q1 | $6.54M | Sell |
74,501
-2,727
| -4% | -$239K | 0.28% | 75 |
|
|
2016
Q4 | $6.68M | Buy |
77,228
+33,879
| +78% | +$2.93M | 0.32% | 63 |
|
|
2016
Q3 | $3.78M | Buy |
43,349
+19,121
| +79% | +$1.67M | 0.2% | 106 |
|
|
2016
Q2 | $2.05M | Buy |
24,228
+16,206
| +202% | +$1.37M | 0.11% | 205 |
|
|
2016
Q1 | $695K | Sell |
8,022
-13,727
| -63% | -$1.19M | 0.09% | 225 |
|
|
2015
Q4 | $1.75M | Buy |
+21,749
| New | +$1.75M | 0.12% | 187 |
|