Capital Planning’s Invesco Fundamental High Yield Corporate Bond ETF PHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $233K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $292K | Buy |
|
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $396K | Sell |
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|
2023
Q4 | $898K | Sell |
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|
2023
Q3 | $3.73M | Buy |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $687K | Sell |
|
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|
2022
Q4 | $1.23M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.05M | Buy |
|