Acorn Financial Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,232
| Closed | -$717K | – | 217 |
|
|
2021
Q3 | $717K | Sell |
8,232
-197
| -2% | -$17.2K | 0.22% | 97 |
|
|
2021
Q2 | $741K | Buy |
8,429
+3,814
| +83% | +$335K | 0.22% | 109 |
|
|
2021
Q1 | $402K | Sell |
4,615
-7,341
| -61% | -$639K | 0.15% | 140 |
|
|
2020
Q4 | $1.04M | Buy |
11,956
+132
| +1% | +$11.5K | 0.41% | 74 |
|
|
2020
Q3 | $993K | Sell |
11,824
-8
| -0.1% | -$672 | 0.52% | 54 |
|
|
2020
Q2 | $966K | Buy |
11,832
+1,268
| +12% | +$104K | 0.67% | 46 |
|
|
2020
Q1 | $814K | Sell |
10,564
-2,816
| -21% | -$217K | 0.81% | 36 |
|
|
2019
Q4 | $1.18M | Buy |
+13,380
| New | +$1.18M | 0.99% | 27 |
|