DWM
Drive 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 | $3.51M | Buy |
43,473
+10,806
| +33% | +$871K | 0.77% | 28 |
|
|
2025
Q1 | $2.58M | Buy |
32,667
+1,855
| +6% | +$146K | 0.61% | 30 |
|
|
2024
Q4 | $2.42M | Buy |
30,812
+1,685
| +6% | +$133K | 0.59% | 30 |
|
|
2024
Q3 | $2.34M | Buy |
29,127
+11,409
| +64% | +$916K | 0.61% | 27 |
|
|
2024
Q2 | $1.37M | Buy |
17,718
+2,341
| +15% | +$181K | 0.37% | 51 |
|
|
2024
Q1 | $1.2M | Buy |
15,377
+9,259
| +151% | +$720K | 0.33% | 62 |
|
|
2023
Q4 | $473K | Buy |
6,118
+1,454
| +31% | +$113K | 0.15% | 124 |
|
|
2023
Q3 | $344K | Buy |
4,664
+394
| +9% | +$29K | 0.13% | 153 |
|
|
2023
Q2 | $321K | Buy |
+4,270
| New | +$321K | 0.12% | 166 |
|