GoalVest Advisory’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 | $105K | Buy |
+1,302
| New | +$105K | 0.03% | 164 |
|
|
2025
Q1 | – | Sell |
-137
| Closed | -$10.8K | – | 517 |
|
|
2024
Q4 | $10.8K | Buy |
+137
| New | +$10.8K | ﹤0.01% | 280 |
|
|
2024
Q1 | – | Sell |
-505
| Closed | -$39.1K | – | 439 |
|
|
2023
Q4 | $39.1K | Buy |
+505
| New | +$39.1K | 0.02% | 161 |
|
|
2022
Q2 | – | Sell |
-19
| Closed | -$2K | – | 412 |
|
|
2022
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 294 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | -$2K | – | 193 |
|
|
2020
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 189 |
|