David J. Yvars 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 | $2.48M | Buy |
30,740
+6,813
| +28% | +$549K | 1.45% | 16 |
|
|
2025
Q1 | $1.89M | Buy |
23,927
+188
| +0.8% | +$14.8K | 1.49% | 15 |
|
|
2024
Q4 | $1.87M | Sell |
23,739
-1,573
| -6% | -$124K | 1.14% | 19 |
|
|
2024
Q3 | $2.03M | Buy |
25,312
+71
| +0.3% | +$5.7K | 1.26% | 20 |
|
|
2024
Q2 | $1.95M | Buy |
25,241
+140
| +0.6% | +$10.8K | 1.22% | 20 |
|
|
2024
Q1 | $1.95M | Buy |
25,101
+1,269
| +5% | +$98.6K | 1.32% | 19 |
|
|
2023
Q4 | $1.84M | Sell |
23,832
-1,777
| -7% | -$138K | 1.48% | 17 |
|
|
2023
Q3 | $1.89M | Buy |
25,609
+1,353
| +6% | +$99.7K | 1.58% | 18 |
|
|
2023
Q2 | $1.82M | Sell |
24,256
-862
| -3% | -$64.7K | 1.5% | 18 |
|
|
2023
Q1 | $1.9M | Buy |
25,118
+1,946
| +8% | +$147K | 1.71% | 18 |
|
|
2022
Q4 | $1.71M | Sell |
23,172
-2,494
| -10% | -$184K | 2.14% | 12 |
|
|
2022
Q3 | $1.83M | Sell |
25,666
-1,521
| -6% | -$109K | 2.04% | 14 |
|
|
2022
Q2 | $2.01M | Sell |
27,187
-8,554
| -24% | -$633K | 2.74% | 8 |
|
|
2022
Q1 | $2.94M | Buy |
35,741
+518
| +1% | +$42.6K | 2.05% | 18 |
|
|
2021
Q4 | $3.07M | Buy |
35,223
+2,163
| +7% | +$188K | 1.89% | 15 |
|
|
2021
Q3 | $2.89M | Buy |
33,060
+2,297
| +7% | +$201K | 1.69% | 15 |
|
|
2021
Q2 | $2.71M | Buy |
30,763
+4,722
| +18% | +$416K | 1.52% | 17 |
|
|
2021
Q1 | $2.27M | Buy |
26,041
+1,483
| +6% | +$129K | 1.45% | 18 |
|
|
2020
Q4 | $2.14M | Buy |
+24,558
| New | +$2.14M | 1.45% | 17 |
|