Moss Adams Wealth 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 | $4.29M | Buy |
53,229
+40,568
| +320% | +$3.27M | 0.39% | 27 |
|
|
2025
Q1 | $999K | Buy |
12,661
+1,730
| +16% | +$136K | 0.11% | 67 |
|
|
2024
Q4 | $860K | Buy |
10,931
+1,524
| +16% | +$120K | 0.09% | 71 |
|
|
2024
Q3 | $755K | Buy |
9,407
+381
| +4% | +$30.6K | 0.08% | 70 |
|
|
2024
Q2 | $696K | Sell |
9,026
-12,707
| -58% | -$980K | 0.1% | 61 |
|
|
2024
Q1 | $1.69M | Sell |
21,733
-14,301
| -40% | -$1.11M | 0.27% | 35 |
|
|
2023
Q4 | $2.79M | Buy |
36,034
+34,296
| +1,973% | +$2.65M | 0.58% | 20 |
|
|
2023
Q3 | $128K | Sell |
1,738
-3,285
| -65% | -$242K | 0.04% | 101 |
|
|
2023
Q2 | $377K | Buy |
5,023
+4,392
| +696% | +$330K | 0.12% | 55 |
|
|
2023
Q1 | $47.7K | Sell |
631
-19,669
| -97% | -$1.49M | 0.02% | 111 |
|
|
2022
Q4 | $1.49M | Buy |
+20,300
| New | +$1.49M | 0.75% | 25 |
|