Williams Jones Wealth Management’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
$23.8M Buy
2025
Q2
$23.1M Buy
2025
Q1
$22.1M Hold
2024
Q4
$22.1M Buy
2024
Q3
$19.7M Buy
2024
Q2
$17.7M Buy
2024
Q1
$17.5M Sell
2023
Q4
$18M Buy
2023
Q3
$15.6M Buy