Steward Partners Investment Advisory’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
Q2 | $2.4M | Sell |
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2025
Q1 | $2.37M | Sell |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $926K | Buy |
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|
2024
Q2 | $553K | Buy |
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|
2024
Q1 | $550K | Buy |
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|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $508K | Sell |
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|
2023
Q1 | $528K | Sell |
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|
2022
Q4 | $1.9M | Buy |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $697K | Sell |
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|
2022
Q1 | $791K | Sell |
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|
2021
Q4 | $1.71M | Sell |
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|
2021
Q3 | $1.81M | Sell |
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|
2021
Q2 | $2.41M | Buy |
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|
2021
Q1 | $1.69M | Buy |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $954K | Buy |
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|
2020
Q1 | $569K | Sell |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $533K | Buy |
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|
2019
Q2 | $482K | Sell |
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|
2019
Q1 | $490K | Sell |
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|
2018
Q4 | $681K | Buy |
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|
2018
Q3 | $603K | Buy |
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|
2018
Q2 | $365K | Sell |
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|
2018
Q1 | $570K | Buy |
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|
2017
Q4 | $437K | Buy |
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|
2017
Q3 | $433K | Sell |
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|
2017
Q2 | $443K | Buy |
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|
2017
Q1 | $218K | Buy |
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|
2016
Q4 | $130K | Buy |
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