Perigon Wealth Management’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 | $741K | Buy |
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|
2025
Q2 | $700K | Sell |
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2025
Q1 | $777K | Buy |
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|
2024
Q4 | $782K | Sell |
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|
2024
Q3 | $809K | Sell |
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|
2024
Q2 | $1.84M | Buy |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $564K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $389K | Sell |
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|
2020
Q4 | $423K | Sell |
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|
2020
Q3 | $532K | Buy |
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|
2020
Q2 | $421K | Sell |
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|
2020
Q1 | $466K | Buy |
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|
2019
Q4 | $286K | Sell |
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|
2019
Q3 | $378K | Buy |
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|
2019
Q2 | $283K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $198K | Hold |
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|
2017
Q4 | $202K | Sell |
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|
2017
Q3 | $216K | Sell |
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|
2017
Q2 | $1.57M | Sell |
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|
2017
Q1 | $2.12M | Sell |
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|
2016
Q4 | $2.14M | Sell |
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|
2016
Q3 | $2.31M | Buy |
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|
2016
Q2 | $1.02M | Buy |
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