Heritage Wealth Management (California)’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 | $1.88M | Buy |
23,318
+1,065
| +5% | +$85.9K | 1.25% | 21 |
|
|
2025
Q1 | $1.76M | Buy |
22,253
+159
| +0.7% | +$12.5K | 1.32% | 21 |
|
|
2024
Q4 | $1.74M | Buy |
22,094
+7,643
| +53% | +$601K | 1.25% | 22 |
|
|
2024
Q3 | $1.16M | Buy |
14,451
+11
| +0.1% | +$883 | 0.82% | 26 |
|
|
2024
Q2 | $1.11M | Buy |
14,440
+1,183
| +9% | +$91.3K | 0.82% | 23 |
|
|
2024
Q1 | $1.03M | Buy |
13,257
+786
| +6% | +$61.1K | 0.78% | 25 |
|
|
2023
Q4 | $965K | Buy |
+12,471
| New | +$965K | 0.77% | 25 |
|