Sax 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 | $636K | Sell |
|
|||||
|
2025
Q2 | $719K | Buy |
|
|||||
|
2025
Q1 | $460K | Buy |
|
|||||
|
2024
Q4 | $241K | Buy |
|
|||||
|
2024
Q3 | $230K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $429K | Sell |
|
|||||
|
2022
Q4 | $491K | Sell |
|
|||||
|
2022
Q3 | $496K | Sell |
|
|||||
|
2022
Q2 | $605K | Sell |
|
|||||
|
2022
Q1 | $1.33M | Sell |
|
|||||
|
2021
Q4 | $1.5M | Sell |
|
|||||
|
2021
Q3 | $1.52M | Buy |
|
|||||
|
2021
Q2 | $1.32M | Buy |
|
|||||
|
2021
Q1 | $1.28M | Buy |
|
|||||
|
2020
Q4 | $1.1M | Buy |
|