Waverly 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 | $3.47M | Sell |
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|
2025
Q1 | $3.81M | Sell |
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|
2024
Q4 | $3.85M | Sell |
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|
2024
Q3 | $4.21M | Sell |
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|
2024
Q2 | $5.68M | Buy |
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|
2024
Q1 | $5.68M | Sell |
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|
2023
Q4 | $6.12M | Sell |
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|
2023
Q3 | $8.57M | Buy |
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|
2023
Q2 | $8.42M | Buy |
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|
2023
Q1 | $8.1M | Sell |
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|
2022
Q4 | $8.71M | Buy |
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|
2022
Q3 | $908K | Buy |
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|
2022
Q2 | $586K | Sell |
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|
2022
Q1 | $693K | Buy |
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|
2021
Q4 | $424K | Buy |
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|
2021
Q3 | $321K | Hold |
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|
2021
Q2 | $323K | Hold |
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|
2021
Q1 | $321K | Hold |
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|
2020
Q4 | $324K | Hold |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $351K | Buy |
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|
2020
Q1 | $270K | Hold |
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|
2019
Q4 | $309K | Hold |
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|
2019
Q3 | $305K | Hold |
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|
2019
Q2 | $305K | Hold |
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|
2019
Q1 | $303K | Hold |
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|
2018
Q4 | $284K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $46K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $14K | Hold |
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|
2014
Q3 | $14K | Buy |
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|
2014
Q2 | $15K | Buy |
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|
2014
Q1 | $14K | Sell |
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|
2013
Q4 | $20K | Buy |
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|
2013
Q3 | $17K | Buy |
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