Litman Gregory Wealth Management’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 | $232K | Hold |
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|
2025
Q2 | $231K | Hold |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $240K | Buy |
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|
2024
Q3 | $212K | Hold |
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|
2024
Q2 | $204K | Hold |
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $272K | Hold |
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.39K | Sell |
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|
2021
Q1 | $966K | Sell |
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|
2020
Q4 | $2.98M | Buy |
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|
2020
Q3 | $2.73M | Buy |
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|
2020
Q2 | $2.62M | Buy |
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|
2020
Q1 | $2.44M | Sell |
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|
2019
Q4 | $3.77M | Buy |
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|
2019
Q3 | $3.68M | Sell |
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|
2019
Q2 | $4.3M | Sell |
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|
2019
Q1 | $4.36M | Buy |
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|
2018
Q4 | $3.64M | Buy |
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|
2018
Q3 | $3.4M | Buy |
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|
2018
Q2 | $41K | Sell |
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|
2018
Q1 | $43K | Buy |
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|
2017
Q4 | $37 | Buy |
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|
2017
Q3 | $13K | Buy |
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