Boston Financial Management’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,967
| Closed | -$271K | – | 315 |
|
|
2023
Q1 | $271K | Sell |
5,967
-3,502
| -37% | -$159K | 0.01% | 279 |
|
|
2022
Q4 | $420K | Sell |
9,469
-3,107
| -25% | -$138K | 0.02% | 240 |
|
|
2022
Q3 | $541K | Sell |
12,576
-20,950
| -62% | -$901K | 0.02% | 210 |
|
|
2022
Q2 | $1.48M | Sell |
33,526
-78,909
| -70% | -$3.49M | 0.06% | 136 |
|
|
2022
Q1 | $5.48M | Buy |
112,435
+50,927
| +83% | +$2.48M | 0.21% | 83 |
|
|
2021
Q4 | $3.19M | Buy |
61,508
+33,651
| +121% | +$1.74M | 0.12% | 95 |
|
|
2021
Q3 | $1.46M | Buy |
+27,857
| New | +$1.46M | 0.06% | 125 |
|