DWM
Diversify Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
+4,754
| New | +$382K | 0.02% | 419 |
|
|
2025
Q1 | – | Sell |
-5,396
| Closed | -$424K | – | 525 |
|
|
2024
Q4 | $424K | Sell |
5,396
-231
| -4% | -$18.1K | 0.03% | 373 |
|
|
2024
Q3 | $445K | Sell |
5,627
-1,118
| -17% | -$88.5K | 0.04% | 336 |
|
|
2024
Q2 | $521K | Buy |
+6,745
| New | +$521K | 0.06% | 266 |
|