Epstein & White Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $405K | Buy |
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2021
Q1 | $400K | Buy |
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|
2020
Q4 | $367K | Sell |
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2020
Q3 | $381K | Sell |
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|
2020
Q2 | $481K | Sell |
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|
2020
Q1 | $487K | Sell |
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|
2019
Q4 | $664K | Sell |
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|
2019
Q3 | $716K | Sell |
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|
2019
Q2 | $804K | Sell |
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2019
Q1 | $946K | Buy |
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|
2018
Q4 | $747K | Sell |
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|
2018
Q3 | $1.34M | Sell |
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|
2018
Q2 | $1.83M | Sell |
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2018
Q1 | $3.68M | Sell |
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|
2017
Q4 | $4.22M | Buy |
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