Center for Financial Planning’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
Q2 | – | Sell |
-73
| Closed | -$5.68K | – | 604 |
|
|
2024
Q1 | $5.68K | Buy |
+73
| New | +$5.68K | ﹤0.01% | 463 |
|
|
2021
Q2 | – | Sell |
-38
| Closed | -$3K | – | 515 |
|
|
2021
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 472 |
|
|
2020
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 418 |
|
|
2020
Q3 | $3K | Sell |
38
-12
| -24% | -$947 | ﹤0.01% | 388 |
|
|
2020
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 380 |
|