Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,920
| Closed | -$208K | – | 333 |
|
|
2022
Q3 | $208K | Hold |
2,920
| – | – | 0.02% | 288 |
|
|
2022
Q2 | $215K | Buy |
+2,920
| New | +$215K | 0.02% | 286 |
|
|
2018
Q2 | – | Sell |
-19,541
| Closed | -$1.67M | – | 217 |
|
|
2018
Q1 | $1.67M | Buy |
+19,541
| New | +$1.67M | 0.19% | 80 |
|
|
2017
Q2 | – | Sell |
-34,835
| Closed | -$3.06M | – | 178 |
|
|
2017
Q1 | $3.06M | Buy |
+34,835
| New | +$3.06M | 0.42% | 63 |
|