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Barber Financial Group’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
2022
Q2
Sell
-4,978
Closed -$410K 155
2022
Q1
$410K Sell
4,978
-66,405
-93% -$5.47M 0.05% 92
2021
Q4
$6.21M Sell
71,383
-22,862
-24% -$1.99M 0.75% 28
2021
Q3
$8.25M Buy
94,245
+11,429
+14% +$1,000K 1.07% 25
2021
Q2
$7.29M Buy
82,816
+80,090
+2,938% +$7.05M 0.99% 24
2021
Q1
$238K Buy
+2,726
New +$238K 0.03% 127
2019
Q1
Sell
-32,402
Closed -$2.63M 140
2018
Q4
$2.63M Buy
+32,402
New +$2.63M 0.57% 36