Sequoia Financial 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 | $335K | Sell |
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2025
Q2 | $360K | Sell |
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2025
Q1 | $368K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $322K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $736K | Buy |
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|
2021
Q4 | $745K | Buy |
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|
2021
Q3 | $488K | Sell |
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|
2021
Q2 | $953K | Sell |
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|
2021
Q1 | $975K | Sell |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $510K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $315K | Sell |
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|
2016
Q1 | $369K | Sell |
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|
2015
Q4 | $375K | Buy |
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|
2015
Q3 | $366K | Buy |
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|
2015
Q2 | $384K | Buy |
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|
2015
Q1 | $391K | Buy |
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|
2014
Q4 | $387K | Sell |
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|
2014
Q3 | $404K | Sell |
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|
2014
Q2 | $465K | Buy |
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|
2014
Q1 | $414K | Buy |
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|
2013
Q4 | $359K | Buy |
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