AFA
American Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Buy |
9,428
+9
| +0.1% | +$726 | 0.11% | 73 |
|
|
2025
Q1 | $743K | Sell |
9,419
-206
| -2% | -$16.3K | 0.11% | 65 |
|
|
2024
Q4 | $757K | Sell |
9,625
-217
| -2% | -$17.1K | 0.11% | 64 |
|
|
2024
Q3 | $790K | Sell |
9,842
-786
| -7% | -$63.1K | 0.11% | 64 |
|
|
2024
Q2 | $820K | Sell |
10,628
-202
| -2% | -$15.6K | 0.12% | 65 |
|
|
2024
Q1 | $842K | Hold |
10,830
| – | – | 0.12% | 63 |
|
|
2023
Q4 | $838K | Sell |
10,830
-223
| -2% | -$17.3K | 0.12% | 63 |
|
|
2023
Q3 | $815K | Sell |
11,053
-1,023
| -8% | -$75.4K | 0.13% | 65 |
|
|
2023
Q2 | $907K | Buy |
12,076
+1,294
| +12% | +$97.1K | 0.14% | 60 |
|
|
2023
Q1 | $815K | Buy |
10,782
+19
| +0.2% | +$1.44K | 0.13% | 61 |
|
|
2022
Q4 | $792K | Sell |
10,763
-2,524
| -19% | -$186K | 0.13% | 59 |
|
|
2022
Q3 | $949K | Sell |
13,287
-1,070
| -7% | -$76.4K | 0.16% | 54 |
|
|
2022
Q2 | $1.06M | Sell |
14,357
-285
| -2% | -$21K | 0.28% | 30 |
|
|
2022
Q1 | $1.21M | Sell |
14,642
-570
| -4% | -$46.9K | 0.17% | 54 |
|
|
2021
Q4 | $1.32M | Sell |
15,212
-386
| -2% | -$33.6K | 0.17% | 50 |
|
|
2021
Q3 | $1.37M | Sell |
15,598
-385
| -2% | -$33.7K | 0.18% | 52 |
|
|
2021
Q2 | $1.41M | Buy |
15,983
+1,413
| +10% | +$124K | 0.19% | 51 |
|
|
2021
Q1 | $1.27M | Sell |
14,570
-931
| -6% | -$81.2K | 0.19% | 53 |
|
|
2020
Q4 | $1.35M | Sell |
15,501
-1,800
| -10% | -$157K | 0.19% | 52 |
|
|
2020
Q3 | $1.45M | Sell |
17,301
-1,254
| -7% | -$105K | 0.24% | 47 |
|
|
2020
Q2 | $1.57M | Sell |
18,555
-1,277
| -6% | -$108K | 0.25% | 47 |
|
|
2020
Q1 | $1.56M | Sell |
19,832
-112,658
| -85% | -$8.86M | 0.28% | 45 |
|
|
2019
Q4 | $11.5M | Buy |
132,490
+7,987
| +6% | +$695K | 2.02% | 23 |
|
|
2019
Q3 | $10.9M | Buy |
124,503
+2,106
| +2% | +$184K | 2.05% | 20 |
|
|
2019
Q2 | $10.7M | Buy |
122,397
+3,678
| +3% | +$321K | 2.08% | 19 |
|
|
2019
Q1 | $10.3M | Buy |
118,719
+12,718
| +12% | +$1.1M | 2.09% | 19 |
|
|
2018
Q4 | $8.6M | Buy |
+106,001
| New | +$8.6M | 1.88% | 20 |
|