Plante Moran Financial 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 | $19K | Buy |
+235
| New | +$19K | ﹤0.01% | 479 |
|
|
2023
Q2 | – | Sell |
-44
| Closed | -$3.32K | – | 848 |
|
|
2023
Q1 | $3.32K | Buy |
+44
| New | +$3.32K | ﹤0.01% | 672 |
|
|
2022
Q3 | – | Sell |
-247
| Closed | -$18K | – | 951 |
|
|
2022
Q2 | $18K | Sell |
247
-482
| -66% | -$35.1K | ﹤0.01% | 486 |
|
|
2022
Q1 | $60K | Buy |
+729
| New | +$60K | 0.01% | 304 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1049 |
|
|
2021
Q3 | – | Sell |
-75
| Closed | -$7K | – | 966 |
|
|
2021
Q2 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 728 |
|
|
2021
Q1 | – | Sell |
-167
| Closed | -$15K | – | 1055 |
|
|
2020
Q4 | $15K | Buy |
+167
| New | +$15K | ﹤0.01% | 574 |
|
|
2020
Q1 | – | Sell |
-433
| Closed | -$38K | – | 782 |
|
|
2019
Q4 | $38K | Buy |
+433
| New | +$38K | 0.01% | 359 |
|
|
2018
Q2 | – | Sell |
-14
| Closed | -$1K | – | 892 |
|
|
2018
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 901 |
|
|
2015
Q1 | – | Sell |
-39
| Closed | -$3K | – | 754 |
|
|
2014
Q4 | $3K | Sell |
39
-101
| -72% | -$7.77K | ﹤0.01% | 715 |
|
|
2014
Q3 | $13K | Sell |
140
-15
| -10% | -$1.39K | 0.01% | 485 |
|
|
2014
Q2 | $15K | Buy |
+155
| New | +$15K | 0.01% | 431 |
|
|
2013
Q4 | – | Sell |
-309
| Closed | -$28K | – | 697 |
|
|
2013
Q3 | $28K | Buy |
309
+4
| +1% | +$362 | 0.02% | 248 |
|
|
2013
Q2 | $28K | Buy |
+305
| New | +$28K | 0.02% | 216 |
|