Atticus 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 | $87.4K | Sell |
1,084
-1,078
| -50% | -$86.9K | 0.02% | 259 |
|
|
2025
Q1 | $171K | Sell |
2,162
-415
| -16% | -$32.7K | 0.06% | 124 |
|
|
2024
Q4 | $203K | Sell |
2,577
-2
| -0.1% | -$157 | 0.06% | 118 |
|
|
2024
Q3 | $207K | Sell |
2,579
-13
| -0.5% | -$1.04K | 0.07% | 116 |
|
|
2024
Q2 | $200K | Sell |
2,592
-187
| -7% | -$14.4K | 0.07% | 114 |
|
|
2024
Q1 | $216K | Sell |
2,779
-83
| -3% | -$6.45K | 0.07% | 119 |
|
|
2023
Q4 | $221K | Sell |
2,862
-1,150
| -29% | -$89K | 0.08% | 119 |
|
|
2023
Q3 | $296K | Sell |
4,012
-892
| -18% | -$65.8K | 0.11% | 103 |
|
|
2023
Q2 | $368K | Sell |
4,904
-4,275
| -47% | -$321K | 0.14% | 90 |
|
|
2023
Q1 | $693K | Sell |
9,179
-6,774
| -42% | -$512K | 0.26% | 55 |
|
|
2022
Q4 | $1.17M | Buy |
+15,953
| New | +$1.17M | 0.48% | 37 |
|
|
2022
Q3 | – | Sell |
-26,813
| Closed | -$1.97M | – | 584 |
|
|
2022
Q2 | $1.97M | Sell |
26,813
-7,912
| -23% | -$582K | 0.82% | 26 |
|
|
2022
Q1 | $2.86M | Buy |
34,725
+3,611
| +12% | +$297K | 1.04% | 21 |
|
|
2021
Q4 | $2.71M | Sell |
31,114
-9,848
| -24% | -$857K | 1.06% | 22 |
|
|
2021
Q3 | $3.58M | Buy |
40,962
+13,298
| +48% | +$1.16M | 1.57% | 15 |
|
|
2021
Q2 | $2.44M | Buy |
27,664
+4,907
| +22% | +$432K | 1.06% | 26 |
|
|
2021
Q1 | $1.98M | Buy |
22,757
+18,530
| +438% | +$1.62M | 0.95% | 28 |
|
|
2020
Q4 | $369K | Sell |
4,227
-130
| -3% | -$11.3K | 0.19% | 69 |
|
|
2020
Q3 | $366K | Buy |
4,357
+40
| +0.9% | +$3.36K | 0.22% | 61 |
|
|
2020
Q2 | $352K | Sell |
4,317
-239
| -5% | -$19.5K | 0.23% | 65 |
|
|
2020
Q1 | $351K | Sell |
4,556
-86
| -2% | -$6.63K | 0.28% | 53 |
|
|
2019
Q4 | $408K | Buy |
+4,642
| New | +$408K | 0.26% | 56 |
|