BKM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
29,039
+312
| +1% | +$25.2K | 0.91% | 29 |
|
|
2025
Q1 | $2.27M | Sell |
28,727
-302
| -1% | -$23.8K | 0.93% | 32 |
|
|
2024
Q4 | $2.28M | Buy |
29,029
+23,797
| +455% | +$1.87M | 0.94% | 27 |
|
|
2024
Q3 | $420K | Buy |
5,232
+98
| +2% | +$7.87K | 0.17% | 121 |
|
|
2024
Q2 | $396K | Buy |
5,134
+224
| +5% | +$17.3K | 0.19% | 118 |
|
|
2024
Q1 | $382K | Buy |
4,910
+852
| +21% | +$66.2K | 0.16% | 122 |
|
|
2023
Q4 | $314K | Buy |
+4,058
| New | +$314K | 0.13% | 129 |
|