Independent Wealth Network’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
$222K Sell
2,747
-2
-0.1% -$161 0.08% 237
2025
Q1
$217K Sell
2,749
-18
-0.7% -$1.42K 0.09% 219
2024
Q4
$218K Sell
2,767
-1,273
-32% -$100K 0.09% 214
2024
Q3
$324K Sell
4,040
-569
-12% -$45.7K 0.14% 157
2024
Q2
$356K Sell
4,609
-164
-3% -$12.7K 0.17% 146
2024
Q1
$371K Buy
4,773
+541
+13% +$42.1K 0.17% 142
2023
Q4
$327K Buy
4,232
+51
+1% +$3.95K 0.17% 139
2023
Q3
$308K Sell
4,181
-35
-0.8% -$2.58K 0.19% 129
2023
Q2
$317K Buy
4,216
+1,062
+34% +$79.7K 0.19% 139
2023
Q1
$238K Buy
3,154
+3
+0.1% +$227 0.15% 157
2022
Q4
$232K Sell
3,151
-33
-1% -$2.43K 0.16% 154
2022
Q3
$227K Buy
3,184
+219
+7% +$15.6K 0.18% 147
2022
Q2
$218K Sell
2,965
-242
-8% -$17.8K 0.16% 161
2022
Q1
$264K Sell
3,207
-22,336
-87% -$1.84M 0.17% 157
2021
Q4
$2.22M Sell
25,543
-2,042
-7% -$178K 1.37% 16
2021
Q3
$2.4M Buy
+27,585
New +$2.4M 1.57% 13