Enzi Wealth’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
2023
Q3
Sell
-3,557
Closed -$269K 57
2023
Q2
$269K Sell
3,557
-7,967
-69% -$603K 0.14% 51
2023
Q1
$865K Sell
11,524
-20,941
-65% -$1.57M 0.44% 26
2022
Q4
$2.47M Sell
32,465
-3,703
-10% -$282K 1.18% 15
2022
Q3
$2.69M Buy
+36,168
New +$2.69M 1.32% 14