United Capital Financial Advisors’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 | $13M | Sell |
161,027
-3,629
| -2% | -$293K | 0.1% | 156 |
|
|
2025
Q1 | $13M | Sell |
164,656
-1,384
| -0.8% | -$109K | 0.11% | 146 |
|
|
2024
Q4 | $13.1M | Sell |
166,040
-3,881
| -2% | -$305K | 0.11% | 149 |
|
|
2024
Q3 | $13.6M | Buy |
169,921
+4,919
| +3% | +$395K | 0.11% | 153 |
|
|
2024
Q2 | $12.7M | Sell |
165,002
-484
| -0.3% | -$37.3K | 0.11% | 159 |
|
|
2024
Q1 | $12.9M | Sell |
165,486
-5,196
| -3% | -$404K | 0.11% | 158 |
|
|
2023
Q4 | $13.2M | Sell |
170,682
-118,556
| -41% | -$9.18M | 0.11% | 160 |
|
|
2023
Q3 | $21.3M | Sell |
289,238
-107,228
| -27% | -$7.9M | 0.14% | 144 |
|
|
2023
Q2 | $29.8M | Sell |
396,466
-7,048
| -2% | -$529K | 0.16% | 118 |
|
|
2023
Q1 | $30.5M | Sell |
403,514
-7,480
| -2% | -$565K | 0.17% | 119 |
|
|
2022
Q4 | $30.3M | Sell |
410,994
-26,088
| -6% | -$1.92M | 0.17% | 124 |
|
|
2022
Q3 | $31.2M | Sell |
437,082
-17,151
| -4% | -$1.22M | 0.18% | 113 |
|
|
2022
Q2 | $33.4M | Sell |
454,233
-28,567
| -6% | -$2.1M | 0.18% | 116 |
|
|
2022
Q1 | $39.7M | Sell |
482,800
-30,676
| -6% | -$2.52M | 0.19% | 108 |
|
|
2021
Q4 | $44.7M | Sell |
513,476
-2,573
| -0.5% | -$224K | 0.21% | 105 |
|
|
2021
Q3 | $45.1M | Sell |
516,049
-33,084
| -6% | -$2.89M | 0.23% | 93 |
|
|
2021
Q2 | $48.3M | Sell |
549,133
-17,980
| -3% | -$1.58M | 0.24% | 83 |
|
|
2021
Q1 | $49.4M | Sell |
567,113
-33,832
| -6% | -$2.95M | 0.27% | 79 |
|
|
2020
Q4 | $52.5M | Sell |
600,945
-25,885
| -4% | -$2.26M | 0.32% | 73 |
|
|
2020
Q3 | $52.6M | Sell |
626,830
-73,083
| -10% | -$6.13M | 0.34% | 65 |
|
|
2020
Q2 | $57.1M | Sell |
699,913
-5,010
| -0.7% | -$409K | 0.42% | 54 |
|
|
2020
Q1 | $54.3M | Buy |
704,923
+5,141
| +0.7% | +$396K | 0.45% | 49 |
|
|
2019
Q4 | $61.5M | Buy |
699,782
+45,218
| +7% | +$3.98M | 0.4% | 50 |
|
|
2019
Q3 | $57.1M | Sell |
654,564
-559,217
| -46% | -$48.7M | 0.4% | 48 |
|
|
2019
Q2 | $106M | Buy |
1,213,781
+117,880
| +11% | +$10.3M | 0.69% | 19 |
|
|
2019
Q1 | $94.8M | Buy |
1,095,901
+448
| +0% | +$38.7K | 0.67% | 21 |
|
|
2018
Q4 | $88.8M | Buy |
1,095,453
+186,449
| +21% | +$15.1M | 0.71% | 21 |
|
|
2018
Q3 | $78.6M | Buy |
909,004
+545,294
| +150% | +$47.1M | 0.55% | 30 |
|
|
2018
Q2 | $30.9M | Buy |
363,710
+1,483
| +0.4% | +$126K | 0.23% | 99 |
|
|
2018
Q1 | $31M | Buy |
362,227
+6,708
| +2% | +$574K | 0.24% | 100 |
|
|
2017
Q4 | $31M | Sell |
355,519
-2,593
| -0.7% | -$226K | 0.24% | 94 |
|
|
2017
Q3 | $31.8M | Buy |
358,112
+8,455
| +2% | +$750K | 0.27% | 80 |
|
|
2017
Q2 | $30.9M | Sell |
349,657
-675
| -0.2% | -$59.7K | 0.28% | 82 |
|
|
2017
Q1 | $30.8M | Sell |
350,332
-35,422
| -9% | -$3.11M | 0.29% | 77 |
|
|
2016
Q4 | $33.4M | Sell |
385,754
-277,085
| -42% | -$24M | 0.32% | 65 |
|
|
2016
Q3 | $57.8M | Buy |
662,839
+441,489
| +199% | +$38.5M | 0.56% | 26 |
|
|
2016
Q2 | $18.8M | Sell |
221,350
-40,093
| -15% | -$3.41M | 0.19% | 113 |
|
|
2016
Q1 | $21.4M | Sell |
261,443
-60,562
| -19% | -$4.95M | 0.24% | 85 |
|
|
2015
Q4 | $25.9M | Buy |
322,005
+17,088
| +6% | +$1.38M | 0.3% | 62 |
|
|
2015
Q3 | $25.4M | Sell |
304,917
-57,185
| -16% | -$4.76M | 0.3% | 60 |
|
|
2015
Q2 | $32.2M | Buy |
362,102
+92,594
| +34% | +$8.22M | 0.37% | 52 |
|
|
2015
Q1 | $24.5M | Sell |
269,508
-71,823
| -21% | -$6.54M | 0.3% | 86 |
|
|
2014
Q4 | $30.6M | Buy |
341,331
+118,835
| +53% | +$10.6M | 0.46% | 51 |
|
|
2014
Q3 | $20.5M | Buy |
222,496
+46,291
| +26% | +$4.26M | 0.36% | 71 |
|
|
2014
Q2 | $16.8M | Buy |
176,205
+119,000
| +208% | +$11.3M | 0.31% | 87 |
|
|
2014
Q1 | $5.4M | Buy |
+57,205
| New | +$5.4M | 0.12% | 200 |
|
|
2013
Q4 | – | Sell |
-26,312
| Closed | -$2.41M | – | 699 |
|
|
2013
Q3 | $2.41M | Sell |
26,312
-87,997
| -77% | -$8.06M | 0.08% | 230 |
|
|
2013
Q2 | $10.4M | Buy |
+114,309
| New | +$10.4M | 0.28% | 96 |
|