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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
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2025
Q1 | $404K | Buy |
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|
2024
Q4 | $329K | Buy |
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|
2024
Q3 | $206K | Sell |
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|
2024
Q2 | $234K | Buy |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $342K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $288K | Hold |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $256K | Sell |
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|
2021
Q3 | $279K | Buy |
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|
2021
Q2 | $278K | Buy |
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|
2021
Q1 | $231K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $70K | Sell |
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|
2018
Q2 | $69K | Buy |
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|
2018
Q1 | $61K | Hold |
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|
2017
Q4 | $62K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $135K | Buy |
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