Adams Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.55M | Buy |
19,627
+3,292
| +20% | +$260K | 0.3% | 58 |
|
|
2024
Q4 | $1.28M | Buy |
16,335
+2,891
| +22% | +$227K | 0.25% | 58 |
|
|
2024
Q3 | $1.08M | Sell |
13,444
-581
| -4% | -$46.7K | 0.23% | 57 |
|
|
2024
Q2 | $1.08M | Buy |
14,025
+243
| +2% | +$18.7K | 0.25% | 54 |
|
|
2024
Q1 | $1.07M | Sell |
13,782
-188
| -1% | -$14.6K | 0.26% | 57 |
|
|
2023
Q4 | $1.08M | Sell |
13,970
-3,403
| -20% | -$263K | 0.32% | 51 |
|
|
2023
Q3 | $1.28M | Sell |
17,373
-1,369
| -7% | -$101K | 0.43% | 39 |
|
|
2023
Q2 | $1.41M | Sell |
18,742
-1,177
| -6% | -$88.4K | 0.44% | 33 |
|
|
2023
Q1 | $1.5M | Sell |
19,919
-9,140
| -31% | -$691K | 0.49% | 30 |
|
|
2022
Q4 | $2.14M | Buy |
29,059
+23,860
| +459% | +$1.76M | 0.76% | 22 |
|
|
2022
Q3 | $371K | Buy |
+5,199
| New | +$371K | 0.14% | 70 |
|