Cherry Tree 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 | $110K | Hold |
1,365
| – | – | 0.03% | 207 |
|
|
2025
Q1 | $108K | Hold |
1,365
| – | – | 0.03% | 207 |
|
|
2024
Q4 | $107K | Hold |
1,365
| – | – | 0.03% | 203 |
|
|
2024
Q3 | $110K | Hold |
1,365
| – | – | 0.03% | 206 |
|
|
2024
Q2 | $105K | Hold |
1,365
| – | – | 0.03% | 200 |
|
|
2024
Q1 | $106K | Hold |
1,365
| – | – | 0.03% | 201 |
|
|
2023
Q4 | $106K | Hold |
1,365
| – | – | 0.03% | 191 |
|
|
2023
Q3 | $101K | Sell |
1,365
-396
| -22% | -$29.2K | 0.03% | 184 |
|
|
2023
Q2 | $132K | Buy |
+1,761
| New | +$132K | 0.04% | 169 |
|