Topel & Distasi 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 | $5.88M | Sell |
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|
2025
Q1 | $6.03M | Sell |
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|
2024
Q4 | $6.22M | Sell |
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|
2024
Q3 | $6.35M | Buy |
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|
2024
Q2 | $6.04M | Sell |
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|
2024
Q1 | $6.1M | Buy |
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|
2023
Q4 | $5.87M | Buy |
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|
2023
Q3 | $5.5M | Buy |
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|
2023
Q2 | $5.45M | Buy |
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|
2023
Q1 | $5.46M | Buy |
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|
2022
Q4 | $5.13M | Buy |
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|
2022
Q3 | $5.07M | Buy |
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|
2022
Q2 | $4.97M | Buy |
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|
2022
Q1 | $3.74M | Buy |
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|
2021
Q4 | $3.75M | Buy |
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