Fi3 Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,443
| Closed | -$634K | – | 75 |
|
|
2023
Q2 | $634K | Sell |
8,443
-56,309
| -87% | -$4.23M | 0.33% | 32 |
|
|
2023
Q1 | $4.89M | Sell |
64,752
-7,550
| -10% | -$570K | 2.61% | 10 |
|
|
2022
Q4 | $5.32M | Buy |
+72,302
| New | +$5.32M | 3.04% | 9 |
|
|
2022
Q3 | – | Sell |
-13,622
| Closed | -$1.02M | – | 50 |
|
|
2022
Q2 | $1.02M | Buy |
+13,622
| New | +$1.02M | 0.84% | 22 |
|