Perennial 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
$1.56M Buy
19,304
+4,351
+29% +$351K 0.15% 129
2025
Q1
$1.18M Buy
14,953
+4,694
+46% +$370K 0.13% 140
2024
Q4
$807K Buy
10,259
+754
+8% +$59.3K 0.1% 171
2024
Q3
$763K Buy
+9,505
New +$763K 0.1% 170