DHK Financial Advisors’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 | $573K | Sell |
7,104
-85
| -1% | -$6.86K | 0.33% | 57 |
|
|
2025
Q1 | $567K | Buy |
7,189
+2,800
| +64% | +$221K | 0.31% | 53 |
|
|
2024
Q4 | $345K | Hold |
4,389
| – | – | 0.21% | 74 |
|
|
2024
Q3 | $352K | Hold |
4,389
| – | – | 0.22% | 66 |
|
|
2024
Q2 | $339K | Hold |
4,389
| – | – | 0.24% | 62 |
|
|
2024
Q1 | $341K | Hold |
4,389
| – | – | 0.24% | 67 |
|
|
2023
Q4 | $340K | Hold |
4,389
| – | – | 0.25% | 62 |
|
|
2023
Q3 | $324K | Hold |
4,389
| – | – | 0.29% | 55 |
|
|
2023
Q2 | $329K | Sell |
4,389
-13
| -0.3% | -$976 | 0.28% | 55 |
|
|
2023
Q1 | $333K | Hold |
4,402
| – | – | 0.41% | 35 |
|
|
2022
Q4 | $324K | Buy |
+4,402
| New | +$324K | 0.45% | 29 |
|
|
2022
Q3 | – | Sell |
-4,171
| Closed | -$307K | – | 34 |
|
|
2022
Q2 | $307K | Buy |
4,171
+871
| +26% | +$64.1K | 0.29% | 38 |
|
|
2022
Q1 | $272K | Buy |
3,300
+24
| +0.7% | +$1.98K | 0.23% | 37 |
|
|
2021
Q4 | $285K | Buy |
+3,276
| New | +$285K | 0.27% | 35 |
|