Cassady Schiller 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $15.7K | Hold |
200
| – | – | 0.01% | 304 |
|
2024
Q3 | $16.1K | Hold |
200
| – | – | 0.01% | 290 |
|
2024
Q2 | $15.4K | Hold |
200
| – | – | 0.01% | 291 |
|
2024
Q1 | $15.5K | Hold |
200
| – | – | 0.01% | 308 |
|
2023
Q4 | $15.5K | Hold |
200
| – | – | 0.01% | 299 |
|
2023
Q3 | $14.7K | Hold |
200
| – | – | 0.01% | 297 |
|
2023
Q2 | $15K | Hold |
200
| – | – | 0.01% | 303 |
|
2023
Q1 | $15.1K | Hold |
200
| – | – | 0.01% | 294 |
|
2022
Q4 | $14.7K | Buy |
+200
| New | +$14.7K | 0.01% | 293 |
|
2022
Q1 | – | Sell |
-200
| Closed | -$17K | – | 324 |
|
2021
Q4 | $17K | Buy |
+200
| New | +$17K | 0.01% | 280 |
|