Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,414
| Closed | -$109K | – | 625 |
|
|
2024
Q2 | $109K | Buy |
1,414
+21
| +2% | +$1.62K | 0.01% | 158 |
|
|
2024
Q1 | $108K | Buy |
1,393
+15
| +1% | +$1.17K | 0.01% | 152 |
|
|
2023
Q4 | $107K | Buy |
1,378
+1,003
| +267% | +$77.6K | 0.01% | 137 |
|
|
2023
Q3 | $27.7K | Sell |
375
-94
| -20% | -$6.94K | ﹤0.01% | 211 |
|
|
2023
Q2 | $35.2K | Buy |
+469
| New | +$35.2K | ﹤0.01% | 191 |
|