Atlas Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.5M | Buy |
146,053
+68,940
| +89% | +$5.42M | 17.93% | 2 |
|
|
2024
Q3 | $6.19M | Sell |
77,113
-16,518
| -18% | -$1.33M | 9.79% | 5 |
|
|
2024
Q2 | $7.22M | Sell |
93,631
-62,958
| -40% | -$4.86M | 11.95% | 4 |
|
|
2024
Q1 | $12.2M | Buy |
156,589
+77,480
| +98% | +$6.02M | 18.9% | 2 |
|
|
2023
Q4 | $6.12M | Buy |
+79,109
| New | +$6.12M | 10.02% | 4 |
|
|
2023
Q3 | – | Sell |
-3,549
| Closed | -$266K | – | 44 |
|
|
2023
Q2 | $266K | Buy |
3,549
+881
| +33% | +$66.1K | 0.37% | 19 |
|
|
2023
Q1 | $202K | Sell |
2,668
-88,158
| -97% | -$6.66M | 0.27% | 28 |
|
|
2022
Q4 | $6.69M | Buy |
+90,826
| New | +$6.69M | 9.21% | 6 |
|