Caldwell Sutter Capital’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 | $78.9K | Hold |
978
| – | – | 0.04% | 303 |
|
|
2025
Q1 | $77.2K | Sell |
978
-58
| -6% | -$4.58K | 0.04% | 305 |
|
|
2024
Q4 | $81.5K | Sell |
1,036
-83
| -7% | -$6.53K | 0.04% | 295 |
|
|
2024
Q3 | $89.9K | Hold |
1,119
| – | – | 0.04% | 291 |
|
|
2024
Q2 | $86.3K | Hold |
1,119
| – | – | 0.04% | 288 |
|
|
2024
Q1 | $87K | Hold |
1,119
| – | – | 0.04% | 292 |
|
|
2023
Q4 | $86.6K | Buy |
1,119
+436
| +64% | +$33.7K | 0.04% | 285 |
|
|
2023
Q3 | $50.4K | Hold |
683
| – | – | 0.03% | 320 |
|
|
2023
Q2 | $51.3K | Buy |
+683
| New | +$51.3K | 0.03% | 318 |
|