Litman Gregory Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Litman Gregory Wealth Management’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$231K	Hold	2,860	–	–	0.02%	138
2025 Q3	$232K	Hold	2,860	–	–	0.02%	138
2025 Q2	$231K	Hold	2,860	–	–	0.02%	131
2025 Q1	$226K	Sell	2,860 -186	-6%	-$14.8K	0.02%	130
2024 Q4	$240K	Buy	3,046 +401	+15%	+$31.8K	0.02%	122
2024 Q3	$212K	Hold	2,645	–	–	0.02%	134
2024 Q2	$204K	Hold	2,645	–	–	0.02%	130
2024 Q1	$206K	Sell	2,645 -875	-25%	-$67.6K	0.02%	127
2023 Q4	$272K	Hold	3,520	–	–	0.03%	107
2023 Q3	$259K	Hold	3,520	–	–	0.03%	110
2023 Q2	$264K	Buy	+3,520	New	+$263K	0.03%	74
2023 Q1	–	Sell	-3,520	Closed	-$259K	–	61
2022 Q4	$259K	Sell	3,520 -50	-1%	-$3.69K	0.04%	72
2022 Q3	$255K	Sell	3,570 -538	-13%	-$40.7K	0.04%	74
2022 Q2	$302K	Buy	+4,108	New	+$319K	0.04%	73
2022 Q1	–	Sell	-13,314	Closed	-$1.16M	–	66
2021 Q4	$1.16M	Sell	13,314 -3,873	-23%	-$336K	0.2%	45
2021 Q3	$1.5M	Buy	17,187 +15,800	+1,139%	+$1.39M	0.28%	38
2021 Q2	$1.39K	Sell	1,387 -9,693	-87%	-$846K	0.26%	38
2021 Q1	$966K	Sell	11,080 -23,043	-68%	-$2M	0.19%	41
2020 Q4	$2.98M	Buy	34,123 +1,635	+5%	+$140K	0.55%	23
2020 Q3	$2.73M	Buy	32,488 +423	+1%	+$35.6K	0.56%	22
2020 Q2	$2.62M	Buy	32,065 +365	+1%	+$29.4K	0.58%	22
2020 Q1	$2.44M	Sell	31,700 -11,125	-26%	-$940K	0.61%	22
2019 Q4	$3.77M	Buy	42,825 +586	+1%	+$51K	0.84%	18
2019 Q3	$3.68M	Sell	42,239 -7,102	-14%	-$617K	0.9%	18
2019 Q2	$4.3M	Sell	49,341 -1,059	-2%	-$91.4K	1.14%	15
2019 Q1	$4.36M	Buy	50,400 +5,470	+12%	+$464K	1.19%	15
2018 Q4	$3.64M	Buy	44,930 +5,561	+14%	+$466K	1.12%	15
2018 Q3	$3.4M	Buy	39,369 +38,892	+8,153%	+$3.34M	1.15%	17
2018 Q2	$41K	Sell	477 -29	-6%	-$2.48K	0.02%	55
2018 Q1	$43K	Buy	506 +85	+20%	+$7.34K	0.02%	104
2017 Q4	$37	Buy	421 +280	+199%	+$24.6K	0.01%	57
2017 Q3	$13K	Buy	+141	New	+$12.4K	0.01%	66