CWA
Clarus Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,058
| Closed | -$1.97M | – | 115 |
|
|
2024
Q4 | $1.97M | Buy |
25,058
+1,518
| +6% | +$119K | 0.98% | 24 |
|
|
2024
Q3 | $1.87M | Buy |
23,540
+37
| +0.2% | +$2.93K | 0.95% | 25 |
|
|
2024
Q2 | $1.82M | Buy |
23,503
+8,851
| +60% | +$686K | 0.97% | 25 |
|
|
2024
Q1 | $1.12M | Sell |
14,652
-169
| -1% | -$12.9K | 0.63% | 40 |
|
|
2023
Q4 | $1.14M | Buy |
+14,821
| New | +$1.14M | 0.68% | 39 |
|
|
2019
Q3 | – | Sell |
-345
| Closed | -$30K | – | 323 |
|
|
2019
Q2 | $30K | Buy |
345
+11
| +3% | +$957 | 0.02% | 322 |
|
|
2019
Q1 | $29K | Buy |
334
+3
| +0.9% | +$260 | 0.02% | 366 |
|
|
2018
Q4 | $27K | Sell |
331
-113
| -25% | -$9.22K | 0.04% | 355 |
|
|
2018
Q3 | $38K | Sell |
444
-42
| -9% | -$3.6K | 0.02% | 336 |
|
|
2018
Q2 | $42K | Buy |
+486
| New | +$42K | 0.03% | 312 |
|