Modera 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 | $375K | Buy |
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|
2025
Q2 | $372K | Sell |
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|
2025
Q1 | $365K | Buy |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $340K | Buy |
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|
2024
Q1 | $329K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $409K | Buy |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $218K | Buy |
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|
2021
Q1 | $213K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $216K | Buy |
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|
2014
Q3 | $207K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $478K | Buy |
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