SAG
SageView Advisory Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
46,799
+1,204
| +3% | +$96.9K | 0.14% | 86 |
|
|
2025
Q1 | $3.6M | Sell |
45,595
-1,150
| -2% | -$90.7K | 0.15% | 76 |
|
|
2024
Q4 | $3.68M | Sell |
46,745
-21,677
| -32% | -$1.7M | 0.16% | 76 |
|
|
2024
Q3 | $5.49M | Buy |
+68,422
| New | +$5.49M | 0.28% | 44 |
|
|
2024
Q2 | – | Sell |
-22,416
| Closed | -$535K | – | 47 |
|
|
2024
Q1 | $535K | Buy |
+22,416
| New | +$535K | 0.03% | 312 |
|
|
2023
Q4 | – | Sell |
-73,927
| Closed | -$5.45M | – | 56 |
|
|
2023
Q3 | $5.45M | Sell |
73,927
-1,347
| -2% | -$99.3K | 0.31% | 43 |
|
|
2023
Q2 | $5.65M | Sell |
75,274
-678
| -0.9% | -$50.9K | 0.31% | 47 |
|
|
2023
Q1 | $5.74M | Buy |
75,952
+50,069
| +193% | +$3.78M | 0.37% | 42 |
|
|
2022
Q4 | $1.91M | Buy |
+25,883
| New | +$1.91M | 0.15% | 102 |
|