Tolleson 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
Q2 | $585K | Buy |
|
|||||
|
2025
Q1 | $495K | Buy |
|
|||||
|
2024
Q4 | $462K | Buy |
|
|||||
|
2024
Q3 | $445K | Sell |
|
|||||
|
2024
Q2 | $2.63M | Hold |
|
|||||
|
2024
Q1 | $2.65M | Buy |
|
|||||
|
2023
Q4 | $1.32M | Sell |
|
|||||
|
2023
Q3 | $1.28M | Buy |
|
|||||
|
2023
Q2 | $1.29M | Buy |
|
|||||
|
2023
Q1 | $1.13M | Buy |
|
|||||
|
2022
Q4 | $731K | Buy |
|
|||||
|
2022
Q3 | $481K | Sell |
|
|||||
|
2022
Q2 | $900K | Sell |
|
|||||
|
2022
Q1 | $4.37M | Sell |
|
|||||
|
2021
Q4 | $5.26M | Buy |
|
|||||
|
2021
Q3 | $4.98M | Buy |
|
|||||
|
2021
Q2 | $4.96M | Buy |
|
|||||
|
2021
Q1 | $4.5M | Buy |
|
|||||
|
2020
Q4 | $4.31M | Buy |
|
|||||
|
2020
Q3 | $3.53M | Buy |
|
|||||
|
2020
Q2 | $3.19M | Buy |
|
|||||
|
2020
Q1 | $2.62M | Buy |
|
|||||
|
2019
Q4 | $2.68M | Buy |
|
|||||
|
2019
Q3 | $2.23M | Buy |
|
|||||
|
2019
Q2 | $2.14M | Sell |
|
|||||
|
2019
Q1 | $2.68M | Sell |
|
|||||
|
2018
Q4 | $12.9M | Buy |
|