Heritage Wealth Management (Arizona)’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
Q4 | $231K | Sell |
3,138
-3,564
| -53% | -$262K | 0.03% | 319 |
|
|
2022
Q3 | $478K | Buy |
6,702
+3,298
| +97% | +$235K | 0.15% | 103 |
|
|
2022
Q2 | $251K | Buy |
3,404
+2,518
| +284% | +$185K | 0.08% | 191 |
|
|
2022
Q1 | $73K | Buy |
+886
| New | +$73K | 0.02% | 413 |
|
|
2021
Q3 | $31K | Sell |
352
-189
| -35% | -$16.6K | 0.01% | 509 |
|
|
2021
Q2 | $48K | Sell |
541
-336
| -38% | -$29.8K | 0.02% | 455 |
|
|
2021
Q1 | $76K | Buy |
+877
| New | +$76K | 0.04% | 293 |
|