Moneta Group Investment Advisors’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
2026 Q1	$285K	Sell	3,581 -308	-8%	-$24.8K	﹤0.01%	641
2025 Q4	$314K	Buy	3,889 +232	+6%	+$18.7K	﹤0.01%	620
2025 Q3	$297K	Sell	3,657 -310	-8%	-$25K	﹤0.01%	625
2025 Q2	$320K	Sell	3,967 -1,153	-23%	-$90.8K	﹤0.01%	545
2025 Q1	$404K	Buy	5,120 +934	+22%	+$74.1K	0.01%	463
2024 Q4	$329K	Buy	4,186 +1,626	+64%	+$129K	﹤0.01%	512
2024 Q3	$206K	Sell	2,560 -479	-16%	-$37.7K	﹤0.01%	609
2024 Q2	$234K	Buy	3,039 +165	+6%	+$12.7K	﹤0.01%	546
2024 Q1	$223K	Sell	2,874 -1,548	-35%	-$120K	﹤0.01%	556
2023 Q4	$342K	Buy	+4,422	New	+$330K	0.01%	413
2023 Q3	–	Sell	-3,830	Closed	-$288K	–	549
2023 Q2	$288K	Hold	3,830	–	–	0.01%	432
2023 Q1	$289K	Buy	3,830 +94	+3%	+$7.04K	0.01%	416
2022 Q4	$284K	Buy	+3,736	New	+$275K	0.01%	380
2022 Q2	–	Sell	-2,686	Closed	-$221K	–	485
2022 Q1	$221K	Buy	2,686 +2,542	+1,765%	+$213K	0.01%	406
2021 Q4	$256K	Sell	144 -3,045	-95%	-$264K	0.01%	415
2021 Q3	$279K	Buy	3,189 +31	+1%	+$2.72K	0.01%	373
2021 Q2	$278K	Buy	3,158 +508	+19%	+$44.3K	0.01%	378
2021 Q1	$231K	Buy	+2,650	New	+$231K	0.01%	380
2018 Q4	–	Sell	-814	Closed	-$70K	–	227
2018 Q3	$70K	Sell	814 -1	-0.1%	-$86	0.01%	230
2018 Q2	$69K	Buy	815 +105	+15%	+$8.99K	0.01%	297
2018 Q1	$61K	Hold	710	–	–	0.01%	304
2017 Q4	$62K	Buy	+710	New	+$62.3K	0.01%	264
2015 Q4	–	Sell	-1,621	Closed	-$135K	–	265
2015 Q3	$135K	Buy	+1,621	New	+$140K	0.04%	155