MorganRosel 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 | $4.42M | Buy |
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2025
Q2 | $4.22M | Buy |
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2025
Q1 | $3.68M | Buy |
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|
2024
Q4 | $2.58M | Buy |
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|
2024
Q3 | $2.53M | Buy |
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|
2024
Q2 | $2.39M | Sell |
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|
2024
Q1 | $2.49M | Buy |
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|
2023
Q4 | $1.57M | Buy |
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2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $966K | Buy |
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|
2022
Q4 | $828K | Buy |
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|
2022
Q3 | $607K | Buy |
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|
2022
Q2 | $378K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $981K | Sell |
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|
2020
Q2 | $961K | Buy |
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|
2020
Q1 | $740K | Sell |
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|
2019
Q4 | $1.54M | Buy |
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|
2019
Q3 | $1.52M | Buy |
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