Summit Wealth Group’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 | $207K | Hold |
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|
2025
Q2 | $206K | Hold |
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|
2025
Q1 | $201K | Hold |
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|
2024
Q4 | $201K | Sell |
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|
2024
Q3 | $326K | Buy |
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|
2024
Q2 | $311K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $4K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $584K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $465K | Hold |
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|
2020
Q3 | $447K | Buy |
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|
2020
Q2 | $411K | Sell |
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|
2020
Q1 | $441K | Buy |
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|
2019
Q4 | $456K | Buy |
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