Cyndeo Wealth Partners’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 | $277K | Buy |
+3,436
| New | +$277K | 0.02% | 400 |
|
|
2024
Q2 | – | Sell |
-6,713
| Closed | -$522K | – | 404 |
|
|
2024
Q1 | $522K | Sell |
6,713
-7,950
| -54% | -$618K | 0.04% | 258 |
|
|
2023
Q4 | $1.13M | Sell |
14,663
-12,763
| -47% | -$988K | 0.11% | 179 |
|
|
2023
Q3 | $2.02M | Hold |
27,426
| – | – | 0.21% | 125 |
|
|
2023
Q2 | $2.06M | Sell |
27,426
-36
| -0.1% | -$2.7K | 0.22% | 116 |
|
|
2023
Q1 | $2.07M | Buy |
27,462
+21,909
| +395% | +$1.66M | 0.22% | 122 |
|
|
2022
Q4 | $409K | Buy |
+5,553
| New | +$409K | 0.05% | 233 |
|