Golden State Equity Partners’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 | $872K | Sell |
10,811
-1,505
| -12% | -$121K | 0.16% | 156 |
|
|
2025
Q1 | $972K | Sell |
12,316
-7,860
| -39% | -$620K | 0.19% | 136 |
|
|
2024
Q4 | $1.59M | Buy |
+20,176
| New | +$1.59M | 0.3% | 72 |
|
|
2023
Q4 | – | Sell |
-9,635
| Closed | -$710K | – | 372 |
|
|
2023
Q3 | $710K | Buy |
9,635
+41
| +0.4% | +$3.02K | 0.2% | 125 |
|
|
2023
Q2 | $720K | Sell |
9,594
-811
| -8% | -$60.9K | 0.2% | 122 |
|
|
2023
Q1 | $786K | Buy |
+10,405
| New | +$786K | 0.43% | 70 |
|
|
2022
Q1 | $1.22M | Sell |
14,860
-3,879
| -21% | -$319K | 0.62% | 45 |
|
|
2021
Q4 | $1.63M | Sell |
18,739
-4,370
| -19% | -$380K | 0.82% | 32 |
|
|
2021
Q3 | $2.02M | Buy |
+23,109
| New | +$2.02M | 0.82% | 29 |
|
|
2021
Q2 | – | Sell |
-18,093
| Closed | -$1.58M | – | 258 |
|
|
2021
Q1 | $1.58M | Buy |
18,093
+757
| +4% | +$66K | 0.9% | 32 |
|
|
2020
Q4 | $1.51M | Buy |
+17,336
| New | +$1.51M | 1.04% | 27 |
|