Alliance Wealth Advisors (Utah)’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
Q2 | – | Sell |
-30,030
| Closed | -$2.37M | – | 280 |
|
|
2025
Q1 | $2.37M | Sell |
30,030
-5,720
| -16% | -$451K | 0.62% | 57 |
|
|
2024
Q4 | $2.81M | Sell |
35,750
-8,418
| -19% | -$662K | 0.73% | 51 |
|
|
2024
Q3 | $3.55M | Sell |
44,168
-4,562
| -9% | -$366K | 0.93% | 34 |
|
|
2024
Q2 | $3.76M | Sell |
48,730
-2,574
| -5% | -$199K | 1.1% | 24 |
|
|
2024
Q1 | $3.99M | Sell |
51,304
-935
| -2% | -$72.7K | 1.19% | 18 |
|
|
2023
Q4 | $4.04M | Sell |
52,239
-4,247
| -8% | -$329K | 1.36% | 16 |
|
|
2023
Q3 | $4.16M | Buy |
56,486
+287
| +0.5% | +$21.2K | 1.54% | 12 |
|
|
2023
Q2 | $4.22M | Buy |
+56,199
| New | +$4.22M | 1.57% | 12 |
|
|
2023
Q1 | – | Sell |
-53,928
| Closed | -$3.97M | – | 227 |
|
|
2022
Q4 | $3.97M | Buy |
+53,928
| New | +$3.97M | 1.78% | 10 |
|