United Advisor Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $932K | Buy |
11,556
+228
| +2% | +$18.4K | 0.16% | 144 |
|
2025
Q1 | $894K | Buy |
+11,328
| New | +$894K | 0.18% | 126 |
|
2024
Q4 | – | Sell |
-3,829
| Closed | -$307K | – | 379 |
|
2024
Q3 | $307K | Buy |
+3,829
| New | +$307K | 0.07% | 276 |
|
2024
Q2 | – | Sell |
-3,475
| Closed | -$270K | – | 268 |
|
2024
Q1 | $270K | Buy |
+3,475
| New | +$270K | 0.1% | 176 |
|