BAM
Baldrige Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $113K | Sell |
1,492
-133
| -8% | -$10.1K | 0.05% | 139 |
|
|
2022
Q4 | $120K | Buy |
1,625
+30
| +2% | +$2.22K | 0.05% | 132 |
|
|
2022
Q3 | $114K | Buy |
1,595
+48
| +3% | +$3.43K | 0.05% | 128 |
|
|
2022
Q2 | $114K | Sell |
1,547
-95
| -6% | -$7K | 0.05% | 129 |
|
|
2022
Q1 | $135K | Hold |
1,642
| – | – | 0.06% | 125 |
|
|
2021
Q4 | $143K | Buy |
1,642
+205
| +14% | +$17.9K | 0.06% | 123 |
|
|
2021
Q3 | $126K | Hold |
1,437
| – | – | 0.05% | 121 |
|
|
2021
Q2 | $127K | Buy |
+1,437
| New | +$127K | 0.06% | 118 |
|