Spire Wealth Management’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 | $313K | Buy |
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2025
Q2 | $308K | Sell |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $451K | Sell |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $509K | Sell |
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|
2023
Q4 | $517K | Sell |
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|
2023
Q3 | $661K | Buy |
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|
2023
Q2 | $619K | Sell |
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|
2023
Q1 | $2.15M | Buy |
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|
2022
Q4 | $300K | Sell |
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|
2022
Q3 | $584K | Sell |
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|
2022
Q2 | $888K | Sell |
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|
2022
Q1 | $5.68M | Buy |
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|
2021
Q4 | $5.21M | Buy |
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|
2021
Q3 | $799K | Sell |
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|
2021
Q2 | $2.24M | Buy |
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|
2021
Q1 | $1.26M | Buy |
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