Fulcrum Equity Management’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 | $465K | Sell |
5,769
-2,128
| -27% | -$172K | 0.48% | 50 |
|
|
2025
Q1 | $623K | Sell |
7,897
-1,152
| -13% | -$90.9K | 0.68% | 42 |
|
|
2024
Q4 | $712K | Sell |
9,049
-6,206
| -41% | -$488K | 0.7% | 46 |
|
|
2024
Q3 | $1.23M | Buy |
15,255
+587
| +4% | +$47.1K | 1.03% | 23 |
|
|
2024
Q2 | $1.13M | Sell |
14,668
-15,976
| -52% | -$1.23M | 1.02% | 34 |
|
|
2024
Q1 | $2.38M | Sell |
30,644
-7,896
| -20% | -$614K | 2.81% | 4 |
|
|
2023
Q4 | $2.98M | Buy |
+38,540
| New | +$2.98M | 3.69% | 4 |
|
|
2022
Q2 | – | Sell |
-7,536
| Closed | -$620K | – | 83 |
|
|
2022
Q1 | $620K | Sell |
7,536
-4,990
| -40% | -$411K | 0.37% | 51 |
|
|
2021
Q4 | $1.09M | Buy |
12,526
+810
| +7% | +$70.5K | 0.41% | 61 |
|
|
2021
Q3 | $1.03M | Sell |
11,716
-6,870
| -37% | -$601K | 0.4% | 62 |
|
|
2021
Q2 | $1.64M | Buy |
18,586
+648
| +4% | +$57K | 0.61% | 52 |
|
|
2021
Q1 | $1.56M | Sell |
17,938
-8,448
| -32% | -$737K | 0.62% | 55 |
|
|
2020
Q4 | $2.3M | Buy |
26,386
+14,604
| +124% | +$1.27M | 0.92% | 36 |
|
|
2020
Q3 | $989K | Sell |
11,782
-15,468
| -57% | -$1.3M | 0.46% | 52 |
|
|
2020
Q2 | $2.22M | Buy |
+27,250
| New | +$2.22M | 1.05% | 12 |
|
|
2020
Q1 | – | Sell |
-32,390
| Closed | -$2.85M | – | 67 |
|
|
2019
Q4 | $2.85M | Buy |
32,390
+24,897
| +332% | +$2.19M | 1.49% | 15 |
|
|
2019
Q3 | $653K | Sell |
7,493
-107
| -1% | -$9.33K | 0.33% | 30 |
|
|
2019
Q2 | $656K | Buy |
7,600
+2,840
| +60% | +$245K | 0.31% | 31 |
|
|
2019
Q1 | $412K | Buy |
4,760
+44
| +0.9% | +$3.81K | 0.14% | 49 |
|
|
2018
Q4 | $382K | Buy |
+4,716
| New | +$382K | 0.14% | 33 |
|