Founders Capital Management (Texas)’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 | $2.42K | Buy |
+30
| New | +$2.42K | ﹤0.01% | 333 |
|
|
2021
Q3 | – | Sell |
-110
| Closed | -$10K | – | 317 |
|
|
2021
Q2 | $10K | Hold |
110
| – | – | 0.01% | 263 |
|
|
2021
Q1 | $10K | Hold |
110
| – | – | 0.01% | 246 |
|
|
2020
Q4 | $10K | Buy |
+110
| New | +$10K | 0.01% | 249 |
|
|
2020
Q1 | $21K | Sell |
270
-28,430
| -99% | -$2.21M | 0.02% | 145 |
|
|
2019
Q4 | $2.52M | Buy |
28,700
+6,870
| +31% | +$604K | 1.91% | 25 |
|
|
2019
Q3 | $1.9M | Buy |
21,830
+20,020
| +1,106% | +$1.75M | 1.52% | 27 |
|
|
2019
Q2 | $158K | Hold |
1,810
| – | – | 0.14% | 63 |
|
|
2019
Q1 | $157K | Sell |
1,810
-37
| -2% | -$3.21K | 0.15% | 60 |
|
|
2018
Q4 | $150K | Buy |
1,847
+1
| +0.1% | +$81 | 0.16% | 65 |
|
|
2018
Q3 | $160K | Hold |
1,846
| – | – | 0.13% | 73 |
|
|
2018
Q2 | $157K | Sell |
1,846
-585
| -24% | -$49.8K | 0.14% | 73 |
|
|
2018
Q1 | $208K | Sell |
2,431
-752
| -24% | -$64.3K | 0.18% | 71 |
|
|
2017
Q4 | $278K | Buy |
3,183
+2
| +0.1% | +$175 | 0.23% | 67 |
|
|
2017
Q3 | $282K | Buy |
3,181
+36
| +1% | +$3.19K | 0.23% | 68 |
|
|
2017
Q2 | $278K | Hold |
3,145
| – | – | 0.25% | 64 |
|
|
2017
Q1 | $276K | Buy |
+3,145
| New | +$276K | 0.25% | 66 |
|