West Branch Capital’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
Q3 | $338K | Buy |
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|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $393K | Hold |
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|
2024
Q4 | $392K | Buy |
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|
2024
Q3 | $384K | Sell |
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|
2024
Q2 | $384K | Hold |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | $264K | Sell |
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|
2022
Q2 | $289K | Sell |
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|
2022
Q1 | $359K | Hold |
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|
2021
Q4 | $379K | Sell |
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|
2021
Q3 | $454K | Sell |
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|
2021
Q2 | $487K | Sell |
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|
2021
Q1 | $495K | Buy |
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|
2020
Q4 | $419K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $229K | Buy |
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|
2018
Q2 | $212K | Sell |
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|
2018
Q1 | $240K | Buy |
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