Optimum 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
Q3 | $123K | Sell |
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|
2025
Q2 | $147K | Buy |
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2025
Q1 | $138K | Buy |
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|
2024
Q4 | $134K | Sell |
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|
2024
Q3 | $138K | Buy |
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|
2024
Q2 | $116K | Buy |
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|
2024
Q1 | $81.4K | Buy |
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|
2023
Q4 | $68.6K | Buy |
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|
2023
Q3 | $64.7K | Sell |
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|
2023
Q2 | $80.2K | Sell |
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|
2023
Q1 | $81.7K | Buy |
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|
2022
Q4 | $77.3K | Sell |
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|
2022
Q3 | $95K | Sell |
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|
2022
Q2 | $112K | Buy |
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|
2022
Q1 | $124K | Buy |
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|
2021
Q4 | $112K | Sell |
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|
2021
Q3 | $135K | Sell |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $246K | Sell |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $380K | Sell |
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|
2020
Q2 | $588K | Buy |
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|
2020
Q1 | $546K | Sell |
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|
2019
Q4 | $782K | Sell |
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|
2019
Q3 | $803K | Buy |
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|
2019
Q2 | $740K | Sell |
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|
2019
Q1 | $737K | Sell |
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|
2018
Q4 | $4.96M | Buy |
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|
2018
Q3 | $5.29M | Sell |
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|
2018
Q2 | $5.22M | Sell |
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|
2018
Q1 | $5.29M | Sell |
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|
2017
Q4 | $5.51M | Buy |
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|
2017
Q3 | $5.59M | Buy |
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|
2017
Q2 | $5.56M | Sell |
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|
2017
Q1 | $5.52M | Buy |
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|
2016
Q4 | $5.42M | Sell |
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|
2016
Q3 | $5.48M | Buy |
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|
2016
Q2 | $5.29M | Sell |
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|
2016
Q1 | $5.13M | Sell |
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|
2015
Q4 | $5.24M | Sell |
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|
2015
Q3 | $5.82M | Buy |
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|
2015
Q1 | $6.31M | Sell |
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|
2014
Q4 | $6.37M | Sell |
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|
2014
Q3 | $7.48M | Buy |
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|
2014
Q2 | $7.74M | Buy |
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|
2014
Q1 | $7.44M | Sell |
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|
2013
Q4 | $7.37M | Buy |
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|
2013
Q3 | $7.18M | Buy |
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