Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $3.48M | Buy |
39,655
+6,300
| +19% | +$553K | 1.17% | 22 |
|
|
2016
Q4 | $2.89M | Buy |
33,355
+4,047
| +14% | +$350K | 1.08% | 23 |
|
|
2016
Q3 | $2.56M | Buy |
29,308
+24,247
| +479% | +$2.12M | 0.92% | 27 |
|
|
2016
Q2 | $429K | Buy |
5,061
+3,441
| +212% | +$292K | 0.17% | 125 |
|
|
2016
Q1 | $132K | Sell |
1,620
-202
| -11% | -$16.5K | 0.06% | 247 |
|
|
2015
Q4 | $147K | Buy |
1,822
+20
| +1% | +$1.61K | 0.06% | 236 |
|
|
2015
Q3 | $150K | Buy |
1,802
+13
| +0.7% | +$1.08K | 0.07% | 220 |
|
|
2015
Q2 | $159K | Buy |
1,789
+20
| +1% | +$1.78K | 0.06% | 223 |
|
|
2015
Q1 | $160K | Buy |
+1,769
| New | +$160K | 0.07% | 222 |
|