BerganKDV Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $24.9K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Sell |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Sell |
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|
2021
Q1 | $74K | Sell |
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|
2020
Q4 | $3.23M | Buy |
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|
2020
Q3 | $3.09M | Buy |
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|
2020
Q2 | $2.76M | Buy |
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|
2020
Q1 | $2.06M | Sell |
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|
2019
Q4 | $2.56M | Sell |
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|
2019
Q3 | $2.73M | Sell |
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|
2019
Q2 | $2.77M | Sell |
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|
2019
Q1 | $3.16M | Buy |
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|
2018
Q4 | $2.8M | Buy |
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|
2018
Q3 | $2.9M | Buy |
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|
2018
Q2 | $2.71M | Buy |
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|
2018
Q1 | $2.63M | Buy |
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|
2017
Q4 | $2.53M | Buy |
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|
2017
Q3 | $2.13M | Buy |
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|
2017
Q2 | $1.77M | Buy |
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|
2017
Q1 | $1.6M | Buy |
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|
2016
Q4 | $1.56M | Buy |
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|
2016
Q3 | $1.42M | Sell |
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|
2016
Q2 | $1.43M | Buy |
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|
2016
Q1 | $1.34M | Buy |
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