JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,036
| Closed | -$163K | – | 1968 |
|
|
2024
Q3 | $163K | Hold |
2,036
| – | – | 0.01% | 314 |
|
|
2024
Q2 | $157K | Sell |
2,036
-77
| -4% | -$5.94K | 0.01% | 264 |
|
|
2024
Q1 | $164K | Hold |
2,113
| – | – | 0.01% | 258 |
|
|
2023
Q4 | $164K | Buy |
2,113
+763
| +57% | +$59K | 0.01% | 249 |
|
|
2023
Q3 | $99.5K | Sell |
1,350
-154
| -10% | -$11.4K | 0.01% | 279 |
|
|
2023
Q2 | $113K | Buy |
1,504
+767
| +104% | +$57.6K | 0.01% | 265 |
|
|
2023
Q1 | $55.7K | Buy |
+737
| New | +$55.7K | 0.01% | 355 |
|
|
2018
Q1 | – | Sell |
-5
| Closed | – | – | 549 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 543 |
|