Brass Tax 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 | – | Sell |
-2,720
| Closed | -$215K | – | 233 |
|
|
2025
Q1 | $215K | Hold |
2,720
| – | – | 0.05% | 204 |
|
|
2024
Q4 | $214K | Sell |
2,720
-79
| -3% | -$6.21K | 0.05% | 192 |
|
|
2024
Q3 | $225K | Sell |
2,799
-162
| -5% | -$13K | 0.05% | 183 |
|
|
2024
Q2 | $228K | Sell |
2,961
-454
| -13% | -$35K | 0.1% | 128 |
|
|
2024
Q1 | $265K | Buy |
+3,415
| New | +$265K | 0.14% | 89 |
|