Fermata Advisors’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
2022
Q2
Sell
-2,894
Closed -$238K 175
2022
Q1
$238K Buy
+2,894
New +$238K 0.09% 150
2021
Q4
Sell
-3,526
Closed -$308K 187
2021
Q3
$308K Sell
3,526
-6,194
-64% -$541K 0.14% 120
2021
Q2
$856K Buy
+9,720
New +$856K 0.5% 46