H&H Retirement Design & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,632
| Closed | -$718K | – | 59 |
|
|
2021
Q4 | $718K | Sell |
8,632
-71,574
| -89% | -$5.95M | 0.45% | 40 |
|
|
2021
Q3 | $6.94M | Buy |
80,206
+2,717
| +4% | +$235K | 4.27% | 7 |
|
|
2021
Q2 | $6.8M | Sell |
77,489
-2,630
| -3% | -$231K | 4.17% | 7 |
|
|
2021
Q1 | $6.98M | Buy |
+80,119
| New | +$6.98M | 4.19% | 9 |
|
|
2020
Q3 | $5.91M | Buy |
70,464
+22,808
| +48% | +$1.91M | 4.64% | 6 |
|
|
2020
Q2 | $3.89M | Sell |
47,656
-2,286
| -5% | -$187K | 3.44% | 12 |
|
|
2020
Q1 | $3.85M | Buy |
+49,942
| New | +$3.85M | 3.65% | 12 |
|