Financial & Tax Architects’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
44,411
-2,347
| -5% | -$189K | 0.87% | 36 |
|
|
2025
Q1 | $3.69M | Buy |
46,758
+2,001
| +4% | +$158K | 0.93% | 35 |
|
|
2024
Q4 | $3.52M | Buy |
44,757
+3,444
| +8% | +$271K | 0.9% | 35 |
|
|
2024
Q3 | $3.32M | Buy |
41,313
+5,597
| +16% | +$449K | 0.85% | 35 |
|
|
2024
Q2 | $2.76M | Buy |
35,716
+2,587
| +8% | +$200K | 0.74% | 38 |
|
|
2024
Q1 | $2.58M | Buy |
33,129
+2,151
| +7% | +$167K | 0.71% | 40 |
|
|
2023
Q4 | $2.4M | Buy |
+30,978
| New | +$2.4M | 0.71% | 38 |
|
|
2022
Q1 | – | Sell |
-27,917
| Closed | -$2.43M | – | 93 |
|
|
2021
Q4 | $2.43M | Buy |
27,917
+732
| +3% | +$63.7K | 0.99% | 36 |
|
|
2021
Q3 | $2.38M | Buy |
27,185
+1,422
| +6% | +$124K | 1.08% | 35 |
|
|
2021
Q2 | $2.27M | Buy |
25,763
+1,852
| +8% | +$163K | 1.11% | 36 |
|
|
2021
Q1 | $2.08M | Buy |
+23,911
| New | +$2.08M | 1.17% | 37 |
|