BWA
BlueSky Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Sell |
199,689
-1,321
| -0.7% | -$107K | 2.34% | 12 |
|
|
2025
Q1 | $15.9M | Buy |
201,010
+4,743
| +2% | +$374K | 2.46% | 12 |
|
|
2024
Q4 | $15.4M | Buy |
196,267
+11,647
| +6% | +$916K | 2.41% | 13 |
|
|
2024
Q3 | $14.8M | Buy |
184,620
+10,652
| +6% | +$855K | 2.3% | 13 |
|
|
2024
Q2 | $13.4M | Buy |
173,968
+1,883
| +1% | +$145K | 2.26% | 13 |
|
|
2024
Q1 | $13.4M | Buy |
172,085
+5,314
| +3% | +$413K | 10.47% | 3 |
|
|
2023
Q4 | $12.9M | Sell |
166,771
-6,450
| -4% | -$499K | 2.4% | 13 |
|
|
2023
Q3 | $12.8M | Buy |
173,221
+2,996
| +2% | +$221K | 2.61% | 12 |
|
|
2023
Q2 | $12.8M | Buy |
170,225
+10,133
| +6% | +$761K | 2.57% | 12 |
|
|
2023
Q1 | $12.1M | Buy |
160,092
+9,964
| +7% | +$753K | 2.5% | 12 |
|
|
2022
Q4 | $11.1M | Buy |
150,128
+2,504
| +2% | +$184K | 2.44% | 14 |
|
|
2022
Q3 | $10.5M | Sell |
147,624
-3,102
| -2% | -$221K | 2.45% | 14 |
|
|
2022
Q2 | $11.1M | Sell |
150,726
-21,833
| -13% | -$1.61M | 2.46% | 13 |
|
|
2022
Q1 | $14.2M | Sell |
172,559
-11,348
| -6% | -$934K | 2.76% | 11 |
|
|
2021
Q4 | $16M | Buy |
183,907
+12,649
| +7% | +$1.1M | 2.96% | 11 |
|
|
2021
Q3 | $15M | Buy |
171,258
+5,556
| +3% | +$486K | 2.93% | 10 |
|
|
2021
Q2 | $14.6M | Buy |
165,702
+10,562
| +7% | +$929K | 2.86% | 10 |
|
|
2021
Q1 | $13.5M | Buy |
155,140
+6,330
| +4% | +$551K | 3.05% | 9 |
|
|
2020
Q4 | $13M | Buy |
148,810
+4,770
| +3% | +$416K | 3.14% | 9 |
|
|
2020
Q3 | $12.2M | Buy |
144,040
+9,961
| +7% | +$847K | 3.19% | 10 |
|
|
2020
Q2 | $10.9M | Buy |
+134,079
| New | +$10.9M | 3.13% | 10 |
|