Axxcess 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 | $2.12M | Buy |
26,343
+16,477
| +167% | +$1.33M | 0.05% | 282 |
|
|
2025
Q1 | $778K | Buy |
9,866
+1,059
| +12% | +$83.5K | 0.02% | 451 |
|
|
2024
Q4 | $693K | Sell |
8,807
-16,504
| -65% | -$1.3M | 0.02% | 478 |
|
|
2024
Q3 | $2.03M | Buy |
25,311
+885
| +4% | +$71.1K | 0.05% | 261 |
|
|
2024
Q2 | $1.88M | Buy |
24,426
+2,665
| +12% | +$206K | 0.05% | 260 |
|
|
2024
Q1 | $1.69M | Sell |
21,761
-7,932
| -27% | -$617K | 0.05% | 278 |
|
|
2023
Q4 | $2.3M | Buy |
+29,693
| New | +$2.3M | 0.07% | 224 |
|
|
2023
Q3 | – | Sell |
-18,563
| Closed | -$1.39M | – | 819 |
|
|
2023
Q2 | $1.39M | Buy |
18,563
+8,517
| +85% | +$639K | 0.1% | 178 |
|
|
2023
Q1 | $759K | Buy |
+10,046
| New | +$759K | 0.06% | 279 |
|
|
2022
Q1 | – | Sell |
-91,046
| Closed | -$7.92M | – | 664 |
|
|
2021
Q4 | $7.92M | Buy |
+91,046
| New | +$7.92M | 0.58% | 30 |
|