Phillips Financial 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
Q2 | $110K | Sell |
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2025
Q1 | $117K | Sell |
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2024
Q4 | $142K | Buy |
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2024
Q3 | $145K | Sell |
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|
2024
Q2 | $221K | Hold |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $250K | Sell |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $429K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $917K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $941K | Buy |
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