GC Wealth Management RIA’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 | $522K | Buy |
6,475
+272
| +4% | +$21.9K | 0.04% | 314 |
|
2025
Q1 | $489K | Sell |
6,203
-76
| -1% | -$6K | 0.09% | 181 |
|
2024
Q4 | $494K | Sell |
6,279
-2,435
| -28% | -$192K | 0.09% | 175 |
|
2024
Q3 | $700K | Sell |
8,714
-770
| -8% | -$61.8K | 0.12% | 148 |
|
2024
Q2 | $732K | Hold |
9,484
| – | – | 0.14% | 127 |
|
2024
Q1 | $737K | Buy |
9,484
+3,000
| +46% | +$233K | 0.15% | 123 |
|
2023
Q4 | $502K | Buy |
+6,484
| New | +$502K | 0.23% | 115 |
|