Independent Advisor Alliance’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
Q1 | – | Sell |
-10,443
| Closed | -$821K | – | 1051 |
|
|
2024
Q4 | $821K | Buy |
+10,443
| New | +$821K | 0.01% | 789 |
|
|
2020
Q1 | – | Sell |
-54,965
| Closed | -$4.83M | – | 581 |
|
|
2019
Q4 | $4.83M | Buy |
+54,965
| New | +$4.83M | 0.21% | 110 |
|
|
2018
Q2 | – | Sell |
-3,837
| Closed | -$278K | – | 363 |
|
|
2018
Q1 | $278K | Buy |
+3,837
| New | +$278K | 0.06% | 256 |
|
|
2017
Q2 | – | Sell |
-17,414
| Closed | -$1.52M | – | 300 |
|
|
2017
Q1 | $1.52M | Buy |
+17,414
| New | +$1.52M | 0.24% | 123 |
|