ETIA
Epic Trust Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $419K | Sell |
5,427
-1,730
| -24% | -$133K | 0.46% | 53 |
|
|
2024
Q1 | $556K | Sell |
7,157
-2,066
| -22% | -$161K | 0.69% | 38 |
|
|
2023
Q4 | $714K | Buy |
9,223
+123
| +1% | +$9.52K | 0.96% | 26 |
|
|
2023
Q3 | $671K | Sell |
9,100
-2,521
| -22% | -$186K | 1.06% | 26 |
|
|
2023
Q2 | $872K | Sell |
11,621
-2,191
| -16% | -$164K | 1.24% | 20 |
|
|
2023
Q1 | $1.04M | Sell |
13,812
-3
| -0% | -$227 | 1.27% | 20 |
|
|
2022
Q4 | $1.02M | Sell |
13,815
-7,349
| -35% | -$541K | 1.53% | 14 |
|
|
2022
Q3 | $1.51M | Buy |
21,164
+6,670
| +46% | +$476K | 2.09% | 11 |
|
|
2022
Q2 | $1.07M | Sell |
14,494
-1,053
| -7% | -$77.5K | 2.02% | 13 |
|
|
2022
Q1 | $1.28M | Sell |
15,547
-2,172
| -12% | -$179K | 1.99% | 11 |
|
|
2021
Q4 | $1.54M | Buy |
+17,719
| New | +$1.54M | 2.24% | 10 |
|