Berger Financial Group’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
Q1 | – | Sell |
-3,064
| Closed | -$237K | – | 367 |
|
|
2023
Q4 | $237K | Sell |
3,064
-119
| -4% | -$9.21K | 0.02% | 274 |
|
|
2023
Q3 | $235K | Buy |
+3,183
| New | +$235K | 0.03% | 250 |
|
|
2022
Q2 | – | Sell |
-2,480
| Closed | -$204K | – | 263 |
|
|
2022
Q1 | $204K | Hold |
2,480
| – | – | 0.03% | 260 |
|
|
2021
Q4 | $216K | Buy |
+2,480
| New | +$216K | 0.03% | 243 |
|