HWM
Howard Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+2,718
| New | +$219K | 0.11% | 114 |
|
|
2024
Q2 | – | Sell |
-3,837
| Closed | -$298K | – | 99 |
|
|
2024
Q1 | $298K | Sell |
3,837
-146
| -4% | -$11.3K | 0.24% | 78 |
|
|
2023
Q4 | $308K | Sell |
3,983
-772
| -16% | -$59.7K | 0.26% | 73 |
|
|
2023
Q3 | $351K | Sell |
4,755
-235
| -5% | -$17.3K | 0.32% | 62 |
|
|
2023
Q2 | $375K | Sell |
4,990
-7
| -0.1% | -$525 | 0.32% | 64 |
|
|
2023
Q1 | $378K | Buy |
4,997
+388
| +8% | +$29.3K | 0.31% | 70 |
|
|
2022
Q4 | $339K | Buy |
4,609
+230
| +5% | +$16.9K | 0.28% | 78 |
|
|
2022
Q3 | $312K | Buy |
+4,379
| New | +$312K | 0.22% | 88 |
|
|
2022
Q2 | – | Sell |
-3,669
| Closed | -$301K | – | 86 |
|
|
2022
Q1 | $301K | Buy |
3,669
+767
| +26% | +$62.9K | 0.16% | 102 |
|
|
2021
Q4 | $252K | Buy |
+2,902
| New | +$252K | 0.13% | 113 |
|