Geller Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $449K | Buy |
5,711
+310
| +6% | +$24.4K | 0.03% | 144 |
|
|
2024
Q3 | $434K | Sell |
5,401
-46
| -0.8% | -$3.69K | 0.03% | 155 |
|
|
2024
Q2 | $420K | Buy |
5,447
+443
| +9% | +$34.2K | 0.03% | 161 |
|
|
2024
Q1 | $389K | Buy |
5,004
+199
| +4% | +$15.5K | 0.03% | 179 |
|
|
2023
Q4 | $372K | Buy |
4,805
+33
| +0.7% | +$2.55K | 0.04% | 171 |
|
|
2023
Q3 | $352K | Buy |
+4,772
| New | +$352K | 0.04% | 163 |
|