KMG Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.41M | Buy |
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2025
Q2 | $1.38M | Buy |
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2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $2.11M | Buy |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $1.73M | Sell |
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|
2022
Q2 | $6.24M | Sell |
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|
2022
Q1 | $9M | Sell |
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|
2021
Q4 | $10.3M | Sell |
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|
2021
Q3 | $11.2M | Buy |
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|
2021
Q2 | $8.31M | Buy |
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|
2021
Q1 | $8.08M | Buy |
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|
2020
Q4 | $7.92M | Buy |
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|
2020
Q3 | $7.44M | Buy |
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|
2020
Q2 | $7M | Buy |
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|
2020
Q1 | $6.27M | Sell |
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|
2019
Q4 | $7.9M | Buy |
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|
2019
Q3 | $6.98M | Buy |
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|
2019
Q2 | $6.76M | Buy |
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|
2019
Q1 | $6.17M | Buy |
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|
2018
Q4 | $5.61M | Buy |
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