Omega Financial Group’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 | $381K | Sell |
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2025
Q1 | $564K | Buy |
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|
2024
Q4 | $548K | Sell |
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|
2024
Q3 | $628K | Sell |
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|
2024
Q2 | $7.18M | Buy |
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|
2024
Q1 | $7.14M | Buy |
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|
2023
Q4 | $6.96M | Buy |
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|
2023
Q3 | $6.19M | Sell |
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|
2023
Q2 | $6.4M | Sell |
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|
2023
Q1 | $6.6M | Buy |
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|
2022
Q4 | $5.83M | Sell |
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|
2022
Q3 | $6.75M | Buy |
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|
2022
Q2 | $6.67M | Sell |
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|
2022
Q1 | $7.93M | Buy |
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|
2021
Q4 | $7.7M | Buy |
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|
2021
Q3 | $7.01M | Buy |
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|
2021
Q2 | $6.11M | Buy |
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|
2021
Q1 | $5.47M | Buy |
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|
2020
Q4 | $5.39M | Buy |
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|
2020
Q3 | $5.14M | Buy |
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|
2020
Q2 | $4.89M | Buy |
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|
2020
Q1 | $4.5M | Buy |
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|
2019
Q4 | $3.49M | Buy |
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|
2019
Q3 | $3.42M | Sell |
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|
2019
Q2 | $3.54M | Sell |
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|
2019
Q1 | $3.53M | Buy |
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|
2018
Q4 | $3.2M | Buy |
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