Heritage Wealth Management (Arizona)’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.47M | Buy |
30,116
+14,617
| +94% | +$1.2M | 0.35% | 50 |
|
|
2022
Q3 | $1.24M | Buy |
15,499
+2,751
| +22% | +$220K | 0.4% | 49 |
|
|
2022
Q2 | $1.01M | Buy |
12,748
+6,880
| +117% | +$547K | 0.34% | 55 |
|
|
2022
Q1 | $511K | Buy |
+5,868
| New | +$511K | 0.14% | 110 |
|
|
2021
Q3 | $394K | Buy |
4,496
+504
| +13% | +$44.2K | 0.14% | 113 |
|
|
2021
Q2 | $352K | Buy |
3,992
+750
| +23% | +$66.1K | 0.13% | 127 |
|
|
2021
Q1 | $285K | Buy |
+3,242
| New | +$285K | 0.16% | 109 |
|