Golden State Wealth 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 | $313K | Sell |
3,884
-121
| -3% | -$9.76K | 0.04% | 295 |
|
|
2025
Q1 | $316K | Buy |
4,005
+301
| +8% | +$23.7K | 0.05% | 283 |
|
|
2024
Q4 | $291K | Buy |
+3,704
| New | +$291K | 0.04% | 273 |
|
|
2020
Q4 | – | Sell |
-1,884
| Closed | -$158K | – | 318 |
|
|
2020
Q3 | $158K | Sell |
1,884
-7,553
| -80% | -$633K | 0.05% | 212 |
|
|
2020
Q2 | $1.16M | Buy |
9,437
+6,585
| +231% | +$809K | 0.37% | 47 |
|
|
2020
Q1 | $220K | Buy |
+2,852
| New | +$220K | 0.1% | 148 |
|
|
2019
Q4 | – | Sell |
-10,480
| Closed | -$914K | – | 438 |
|
|
2019
Q3 | $914K | Buy |
10,480
+43
| +0.4% | +$3.75K | 0.3% | 65 |
|
|
2019
Q2 | $909K | Buy |
10,437
+2,405
| +30% | +$209K | 0.29% | 70 |
|
|
2019
Q1 | $695K | Buy |
+8,032
| New | +$695K | 0.23% | 91 |
|