Guardian Wealth Advisors (Minnesota)’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 | $555K | Sell |
6,885
-275
| -4% | -$22.2K | 0.33% | 37 |
|
|
2025
Q1 | $565K | Sell |
7,160
-150
| -2% | -$11.8K | 0.36% | 35 |
|
|
2024
Q4 | $575K | Sell |
7,310
-900
| -11% | -$70.8K | 0.37% | 36 |
|
|
2024
Q3 | $659K | Sell |
8,210
-1,280
| -13% | -$103K | 0.41% | 37 |
|
|
2024
Q2 | $732K | Sell |
9,490
-750
| -7% | -$57.9K | 0.48% | 28 |
|
|
2024
Q1 | $796K | Sell |
10,240
-1,270
| -11% | -$98.7K | 0.52% | 27 |
|
|
2023
Q4 | $891K | Sell |
11,510
-100
| -0.9% | -$7.74K | 0.62% | 18 |
|
|
2023
Q3 | $856K | Hold |
11,610
| – | – | 0.66% | 20 |
|
|
2023
Q2 | $872K | Sell |
11,610
-320
| -3% | -$24K | 0.64% | 19 |
|
|
2023
Q1 | $901K | Hold |
11,930
| – | – | 0.71% | 18 |
|
|
2022
Q4 | $878K | Sell |
11,930
-2,860
| -19% | -$211K | 0.78% | 19 |
|
|
2022
Q3 | $1.06M | Sell |
14,790
-105
| -0.7% | -$7.5K | 1.03% | 16 |
|
|
2022
Q2 | $1.1M | Buy |
14,895
+10
| +0.1% | +$736 | 1.01% | 17 |
|
|
2022
Q1 | $1.23M | Buy |
14,885
+745
| +5% | +$61.3K | 1.01% | 17 |
|
|
2021
Q4 | $1.23M | Buy |
14,140
+2,345
| +20% | +$204K | 0.99% | 17 |
|
|
2021
Q3 | $1.03M | Sell |
11,795
-361
| -3% | -$31.6K | 0.92% | 19 |
|
|
2021
Q2 | $1.07M | Buy |
12,156
+1,775
| +17% | +$156K | 0.93% | 18 |
|
|
2021
Q1 | $905K | Buy |
10,381
+1,170
| +13% | +$102K | 0.84% | 19 |
|
|
2020
Q4 | $804K | Buy |
+9,211
| New | +$804K | 0.8% | 21 |
|