Rooted Wealth 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 | $628K | Buy |
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2025
Q2 | $564K | Buy |
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2025
Q1 | $489K | Buy |
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|
2024
Q4 | $448K | Buy |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q3 | $357K | Buy |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $273K | Buy |
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