AE Wealth Management’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-41,783
| Closed | -$1.05M | – | 1841 |
|
|
2021
Q4 | $1.05M | Buy |
+41,783
| New | +$1.05M | 0.01% | 914 |
|
|
2021
Q2 | – | Sell |
-44,902
| Closed | -$1.12M | – | 1673 |
|
|
2021
Q1 | $1.12M | Sell |
44,902
-5,945
| -12% | -$148K | 0.01% | 729 |
|
|
2020
Q4 | $1.29M | Sell |
50,847
-19,922
| -28% | -$507K | 0.01% | 631 |
|
|
2020
Q3 | $1.75M | Buy |
70,769
+41,594
| +143% | +$1.03M | 0.03% | 466 |
|
|
2020
Q2 | $707K | Buy |
+29,175
| New | +$707K | 0.01% | 727 |
|