United Capital Financial Advisors’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 | $13M | Sell |
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2025
Q1 | $13M | Sell |
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2024
Q4 | $13.1M | Sell |
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2024
Q3 | $13.6M | Buy |
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|
2024
Q2 | $12.7M | Sell |
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|
2024
Q1 | $12.9M | Sell |
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|
2023
Q4 | $13.2M | Sell |
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|
2023
Q3 | $21.3M | Sell |
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2023
Q2 | $29.8M | Sell |
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|
2023
Q1 | $30.5M | Sell |
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|
2022
Q4 | $30.3M | Sell |
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|
2022
Q3 | $31.2M | Sell |
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|
2022
Q2 | $33.4M | Sell |
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|
2022
Q1 | $39.7M | Sell |
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|
2021
Q4 | $44.7M | Sell |
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|
2021
Q3 | $45.1M | Sell |
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|
2021
Q2 | $48.3M | Sell |
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|
2021
Q1 | $49.4M | Sell |
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|
2020
Q4 | $52.5M | Sell |
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|
2020
Q3 | $52.6M | Sell |
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|
2020
Q2 | $57.1M | Sell |
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|
2020
Q1 | $54.3M | Buy |
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|
2019
Q4 | $61.5M | Buy |
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|
2019
Q3 | $57.1M | Sell |
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|
2019
Q2 | $106M | Buy |
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|
2019
Q1 | $94.8M | Buy |
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|
2018
Q4 | $88.8M | Buy |
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|
2018
Q3 | $78.6M | Buy |
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|
2018
Q2 | $30.9M | Buy |
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|
2018
Q1 | $31M | Buy |
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|
2017
Q4 | $31M | Sell |
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|
2017
Q3 | $31.8M | Buy |
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|
2017
Q2 | $30.9M | Sell |
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|
2017
Q1 | $30.8M | Sell |
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|
2016
Q4 | $33.4M | Sell |
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|
2016
Q3 | $57.8M | Buy |
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|
2016
Q2 | $18.8M | Sell |
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|
2016
Q1 | $21.4M | Sell |
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|
2015
Q4 | $25.9M | Buy |
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|
2015
Q3 | $25.4M | Sell |
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|
2015
Q2 | $32.2M | Buy |
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|
2015
Q1 | $24.5M | Sell |
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|
2014
Q4 | $30.6M | Buy |
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|
2014
Q3 | $20.5M | Buy |
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|
2014
Q2 | $16.8M | Buy |
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|
2014
Q1 | $5.4M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2.41M | Sell |
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|
2013
Q2 | $10.4M | Buy |
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