Balboa Wealth Partners’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
Q2
Sell
-3,216
Closed -$250K 319
2024
Q1
$250K Sell
3,216
-9,339
-74% -$726K 0.07% 191
2023
Q4
$972K Buy
+12,555
New +$972K 0.32% 62
2023
Q3
Sell
-13,819
Closed -$1.04M 295
2023
Q2
$1.04M Buy
+13,819
New +$1.04M 0.36% 48