Moneta Group Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
3,967
-1,153
| -23% | -$93K | ﹤0.01% | 545 |
|
|
2025
Q1 | $404K | Buy |
5,120
+934
| +22% | +$73.7K | 0.01% | 463 |
|
|
2024
Q4 | $329K | Buy |
4,186
+1,626
| +64% | +$128K | ﹤0.01% | 512 |
|
|
2024
Q3 | $206K | Sell |
2,560
-479
| -16% | -$38.5K | ﹤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 | +$342K | 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% | +$7.1K | 0.01% | 416 |
|
|
2022
Q4 | $284K | Buy |
+3,736
| New | +$284K | 0.01% | 380 |
|
|
2022
Q2 | – | Sell |
-2,686
| Closed | -$221K | – | 485 |
|
|
2022
Q1 | $221K | Buy |
2,686
+2,542
| +1,765% | +$209K | 0.01% | 406 |
|
|
2021
Q4 | $256K | Sell |
144
-3,045
| -95% | -$5.41M | 0.01% | 415 |
|
|
2021
Q3 | $279K | Buy |
3,189
+31
| +1% | +$2.71K | 0.01% | 373 |
|
|
2021
Q2 | $278K | Buy |
3,158
+508
| +19% | +$44.7K | 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% | 228 |
|
|
2018
Q2 | $69K | Buy |
815
+105
| +15% | +$8.89K | 0.01% | 297 |
|
|
2018
Q1 | $61K | Hold |
710
| – | – | 0.01% | 300 |
|
|
2017
Q4 | $62K | Buy |
+710
| New | +$62K | 0.01% | 257 |
|
|
2015
Q4 | – | Sell |
-1,621
| Closed | -$135K | – | 265 |
|
|
2015
Q3 | $135K | Buy |
+1,621
| New | +$135K | 0.04% | 155 |
|