EWA
ERTS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,581
| Closed | -$756K | – | 50 |
|
|
2025
Q1 | $756K | Hold |
9,581
| – | – | 0.15% | 36 |
|
|
2024
Q4 | $754K | Hold |
9,581
| – | – | 0.14% | 38 |
|
|
2024
Q3 | $769K | Hold |
9,581
| – | – | 0.14% | 38 |
|
|
2024
Q2 | $739K | Sell |
9,581
-1,389
| -13% | -$107K | 0.15% | 37 |
|
|
2024
Q1 | $853K | Sell |
10,970
-4,783
| -30% | -$372K | 0.17% | 32 |
|
|
2023
Q4 | $1.22M | Buy |
+15,753
| New | +$1.22M | 0.26% | 25 |
|
|
2023
Q1 | – | Sell |
-5,180
| Closed | -$381K | – | 91 |
|
|
2022
Q4 | $381K | Buy |
+5,180
| New | +$381K | 0.1% | 66 |
|
|
2019
Q1 | – | Sell |
-16,560
| Closed | -$1.34M | – | 182 |
|
|
2018
Q4 | $1.34M | Buy |
+16,560
| New | +$1.34M | 0.96% | 18 |
|