Cornerstone Planning 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 |
-307
| Closed | -$23.9K | – | 1605 |
|
|
2025
Q1 | $23.9K | Buy |
+307
| New | +$23.9K | 0.01% | 372 |
|
|
2024
Q3 | – | Sell |
-171
| Closed | -$13.2K | – | 1324 |
|
|
2024
Q2 | $13.2K | Buy |
+171
| New | +$13.2K | ﹤0.01% | 382 |
|
|
2024
Q1 | – | Sell |
-78
| Closed | -$6.04K | – | 1145 |
|
|
2023
Q4 | $6.04K | Sell |
78
-160
| -67% | -$12.4K | ﹤0.01% | 503 |
|
|
2023
Q3 | $17.5K | Hold |
238
| – | – | 0.01% | 328 |
|
|
2023
Q2 | $17.9K | Buy |
+238
| New | +$17.9K | 0.01% | 456 |
|
|
2022
Q4 | $30.6K | Buy |
+403
| New | +$30.6K | 0.01% | 345 |
|