Mount Yale 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 | $36.6K | Buy |
+454
| New | +$36.6K | ﹤0.01% | 899 |
|
|
2024
Q1 | – | Sell |
-2,915
| Closed | -$226K | – | 545 |
|
|
2023
Q4 | $226K | Buy |
+2,915
| New | +$226K | 0.02% | 461 |
|
|
2023
Q1 | – | Sell |
-11,792
| Closed | -$868K | – | 500 |
|
|
2022
Q4 | $868K | Buy |
+11,792
| New | +$868K | 0.1% | 210 |
|
|
2022
Q3 | – | Sell |
-2,720
| Closed | -$200K | – | 459 |
|
|
2022
Q2 | $200K | Buy |
+2,720
| New | +$200K | 0.03% | 441 |
|
|
2021
Q3 | – | Sell |
-3,162
| Closed | -$278K | – | 472 |
|
|
2021
Q2 | $278K | Sell |
3,162
-550
| -15% | -$48.4K | 0.03% | 335 |
|
|
2021
Q1 | $324K | Buy |
3,712
+342
| +10% | +$29.9K | 0.04% | 296 |
|
|
2020
Q4 | $294K | Buy |
3,370
+547
| +19% | +$47.7K | 0.04% | 301 |
|
|
2020
Q3 | $237K | Buy |
+2,823
| New | +$237K | 0.03% | 300 |
|
|
2018
Q4 | – | Sell |
-474
| Closed | -$40K | – | 515 |
|
|
2018
Q3 | $40K | Hold |
474
| – | – | 0.01% | 648 |
|
|
2018
Q2 | $40K | Hold |
474
| – | – | 0.01% | 670 |
|
|
2018
Q1 | $41K | Buy |
+474
| New | +$41K | 0.01% | 651 |
|