EFG
Erickson Financial Group’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 | – | Sell |
-21,205
| Closed | -$1.67M | – | 27 |
|
|
2025
Q1 | $1.67M | Buy |
21,205
+1,400
| +7% | +$110K | 1.25% | 13 |
|
|
2024
Q4 | $1.56M | Buy |
19,805
+99
| +0.5% | +$7.79K | 1.11% | 13 |
|
|
2024
Q3 | $1.58M | Buy |
+19,706
| New | +$1.58M | 1.13% | 13 |
|
|
2023
Q4 | – | Sell |
-5,435
| Closed | -$401K | – | 24 |
|
|
2023
Q3 | $401K | Sell |
5,435
-580
| -10% | -$42.8K | 0.37% | 19 |
|
|
2023
Q2 | $452K | Sell |
6,015
-188
| -3% | -$14.1K | 0.41% | 19 |
|
|
2023
Q1 | $469K | Sell |
6,203
-450
| -7% | -$34K | 0.46% | 17 |
|
|
2022
Q4 | $490K | Sell |
6,653
-44,573
| -87% | -$3.28M | 0.53% | 17 |
|
|
2022
Q3 | $3.66M | Buy |
51,226
+9
| +0% | +$643 | 4.07% | 8 |
|
|
2022
Q2 | $3.77M | Sell |
51,217
-397
| -0.8% | -$29.2K | 4.04% | 8 |
|
|
2022
Q1 | $4.25M | Sell |
51,614
-2,145
| -4% | -$176K | 3.82% | 8 |
|
|
2021
Q4 | $4.68M | Buy |
+53,759
| New | +$4.68M | 4.03% | 7 |
|