HHM Wealth Advisors’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 | $2.82K | Hold |
35
| – | – | ﹤0.01% | 735 |
|
|
2025
Q1 | $2.76K | Hold |
35
| – | – | ﹤0.01% | 723 |
|
|
2024
Q4 | $2.75K | Hold |
35
| – | – | ﹤0.01% | 720 |
|
|
2024
Q3 | $2.81K | Hold |
35
| – | – | ﹤0.01% | 697 |
|
|
2024
Q2 | $2.7K | Hold |
35
| – | – | ﹤0.01% | 689 |
|
|
2024
Q1 | $2.72K | Hold |
35
| – | – | ﹤0.01% | 673 |
|
|
2023
Q4 | $2.71K | Hold |
35
| – | – | ﹤0.01% | 673 |
|
|
2023
Q3 | $2.58K | Hold |
35
| – | – | ﹤0.01% | 699 |
|
|
2023
Q2 | $2.63K | Hold |
35
| – | – | ﹤0.01% | 714 |
|
|
2023
Q1 | $2.65K | Hold |
35
| – | – | ﹤0.01% | 704 |
|
|
2022
Q4 | $2.58K | Hold |
35
| – | – | ﹤0.01% | 582 |
|
|
2022
Q3 | $2K | Sell |
35
-600
| -94% | -$34.3K | ﹤0.01% | 598 |
|
|
2022
Q2 | $47K | Hold |
635
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $52K | Hold |
635
| – | – | 0.01% | 300 |
|
|
2021
Q4 | $55K | Hold |
635
| – | – | 0.01% | 291 |
|
|
2021
Q3 | $56K | Sell |
635
-38
| -6% | -$3.35K | 0.02% | 284 |
|
|
2021
Q2 | $59K | Sell |
673
-100
| -13% | -$8.77K | 0.02% | 275 |
|
|
2021
Q1 | $67K | Hold |
773
| – | – | 0.02% | 239 |
|
|
2020
Q4 | $67K | Hold |
773
| – | – | 0.02% | 226 |
|
|
2020
Q3 | $65K | Hold |
773
| – | – | 0.03% | 196 |
|
|
2020
Q2 | $63K | Hold |
773
| – | – | 0.03% | 201 |
|
|
2020
Q1 | $60K | Buy |
+773
| New | +$60K | 0.03% | 187 |
|