Cooper Financial Group’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 | – | Sell |
-3,856
| Closed | -$304K | – | 389 |
|
|
2025
Q1 | $304K | Buy |
3,856
+671
| +21% | +$52.9K | 0.04% | 306 |
|
|
2024
Q4 | $250K | Buy |
3,185
+276
| +9% | +$21.7K | 0.03% | 337 |
|
|
2024
Q3 | $234K | Buy |
+2,909
| New | +$234K | 0.03% | 346 |
|
|
2024
Q2 | – | Sell |
-2,884
| Closed | -$224K | – | 381 |
|
|
2024
Q1 | $224K | Buy |
+2,884
| New | +$224K | 0.04% | 328 |
|