Fulcrum Equity Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Sell |
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2025
Q1 | $623K | Sell |
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|
2024
Q4 | $712K | Sell |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $2.38M | Sell |
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|
2023
Q4 | $2.98M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $620K | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.64M | Buy |
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|
2021
Q1 | $1.56M | Sell |
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|
2020
Q4 | $2.3M | Buy |
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|
2020
Q3 | $989K | Sell |
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|
2020
Q2 | $2.22M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.85M | Buy |
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|
2019
Q3 | $653K | Sell |
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|
2019
Q2 | $656K | Buy |
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|
2019
Q1 | $412K | Buy |
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|
2018
Q4 | $382K | Buy |
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