Bellwether 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Buy |
1,640
+72
| +5% | +$5.81K | 0.02% | 152 |
|
|
2025
Q1 | $124K | Buy |
1,568
+239
| +18% | +$18.8K | 0.03% | 154 |
|
|
2024
Q4 | $105K | Buy |
+1,329
| New | +$105K | 0.02% | 177 |
|
|
2023
Q2 | – | Sell |
-617
| Closed | -$46.7K | – | 260 |
|
|
2023
Q1 | $46.7K | Buy |
617
+5
| +0.8% | +$378 | 0.01% | 195 |
|
|
2022
Q4 | $45.1K | Buy |
612
+32
| +6% | +$2.36K | 0.01% | 197 |
|
|
2022
Q3 | $41K | Sell |
580
-2,563
| -82% | -$181K | 0.01% | 173 |
|
|
2022
Q2 | $231K | Buy |
3,143
+11
| +0.4% | +$808 | 0.07% | 109 |
|
|
2022
Q1 | $257K | Buy |
3,132
+46
| +1% | +$3.78K | 0.08% | 127 |
|
|
2021
Q4 | $268K | Hold |
3,086
| – | – | 0.08% | 115 |
|
|
2021
Q3 | $270K | Sell |
3,086
-200
| -6% | -$17.5K | 0.09% | 133 |
|
|
2021
Q2 | $289K | Buy |
3,286
+103
| +3% | +$9.06K | 0.1% | 114 |
|
|
2021
Q1 | $277K | Sell |
3,183
-72
| -2% | -$6.27K | 0.11% | 98 |
|
|
2020
Q4 | $284K | Buy |
+3,255
| New | +$284K | 0.13% | 96 |
|