Fiducient 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 |
-4,346
| Closed | -$358K | – | 83 |
|
2022
Q1 | $358K | Hold |
4,346
| – | – | 0.14% | 45 |
|
2021
Q4 | $378K | Hold |
4,346
| – | – | 0.11% | 40 |
|
2021
Q3 | $380K | Hold |
4,346
| – | – | 0.12% | 63 |
|
2021
Q2 | $383K | Buy |
4,346
+1,211
| +39% | +$107K | 0.12% | 46 |
|
2021
Q1 | $273K | Buy |
+3,135
| New | +$273K | 0.09% | 67 |
|