Ameliora 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
Q2 | – | Sell |
-2,000
| Closed | -$158K | – | 228 |
|
2025
Q1 | $158K | Hold |
2,000
| – | – | 0.06% | 109 |
|
2024
Q4 | $157K | Hold |
2,000
| – | – | 0.06% | 114 |
|
2024
Q3 | $161K | Hold |
2,000
| – | – | 0.07% | 90 |
|
2024
Q2 | $154K | Hold |
2,000
| – | – | 0.07% | 93 |
|
2024
Q1 | $155K | Buy |
+2,000
| New | +$155K | 0.07% | 100 |
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$73.6K | – | 237 |
|
2022
Q4 | $73.6K | Hold |
1,000
| – | – | 0.04% | 123 |
|
2022
Q3 | $71K | Buy |
+1,000
| New | +$71K | 0.04% | 122 |
|