Founders Financial Alliance’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 | $62.1K | Buy |
770
+6
| +0.8% | +$484 | 0.01% | 375 |
|
|
2025
Q1 | $60.3K | Buy |
764
+4
| +0.5% | +$315 | 0.01% | 426 |
|
|
2024
Q4 | $59.8K | Buy |
760
+8
| +1% | +$629 | 0.02% | 369 |
|
|
2024
Q3 | $60.4K | Buy |
752
+6
| +0.8% | +$482 | 0.02% | 375 |
|
|
2024
Q2 | $57.5K | Sell |
746
-249
| -25% | -$19.2K | 0.02% | 364 |
|
|
2024
Q1 | $77.3K | Buy |
995
+71
| +8% | +$5.52K | 0.02% | 348 |
|
|
2023
Q4 | $71.5K | Buy |
924
+8
| +0.9% | +$619 | 0.03% | 314 |
|
|
2023
Q3 | $67.5K | Sell |
916
-1,023
| -53% | -$75.4K | 0.03% | 299 |
|
|
2023
Q2 | $146K | Buy |
1,939
+5
| +0.3% | +$375 | 0.06% | 268 |
|
|
2023
Q1 | $146K | Sell |
1,934
-2
| -0.1% | -$151 | 0.07% | 225 |
|
|
2022
Q4 | $143K | Sell |
1,936
-248
| -11% | -$18.3K | 0.07% | 241 |
|
|
2022
Q3 | $156K | Sell |
2,184
-875
| -29% | -$62.5K | 0.08% | 227 |
|
|
2022
Q2 | $225K | Buy |
3,059
+8
| +0.3% | +$588 | 0.11% | 189 |
|
|
2022
Q1 | $251K | Buy |
3,051
+5
| +0.2% | +$411 | 0.11% | 178 |
|
|
2021
Q4 | $265K | Buy |
3,046
+95
| +3% | +$8.27K | 0.11% | 202 |
|
|
2021
Q3 | $258K | Buy |
2,951
+136
| +5% | +$11.9K | 0.12% | 180 |
|
|
2021
Q2 | $248K | Buy |
2,815
+2
| +0.1% | +$176 | 0.11% | 200 |
|
|
2021
Q1 | $245K | Buy |
2,813
+726
| +35% | +$63.2K | 0.12% | 189 |
|
|
2020
Q4 | $183K | Hold |
2,087
| – | – | 0.1% | 198 |
|
|
2020
Q3 | $175K | Buy |
+2,087
| New | +$175K | 0.1% | 178 |
|