Jones Financial Companies’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 | $3.07M | Buy |
38,256
+3,136
| +9% | +$252K | ﹤0.01% | 642 |
|
|
2025
Q1 | $2.77M | Buy |
35,120
+5,769
| +20% | +$455K | ﹤0.01% | 569 |
|
|
2024
Q4 | $2.31M | Buy |
29,351
+11,467
| +64% | +$902K | ﹤0.01% | 524 |
|
|
2024
Q3 | $1.44M | Buy |
17,884
+6,774
| +61% | +$544K | ﹤0.01% | 514 |
|
|
2024
Q2 | $857K | Buy |
11,110
+5,106
| +85% | +$394K | ﹤0.01% | 448 |
|
|
2024
Q1 | $467K | Buy |
6,004
+5,692
| +1,824% | +$442K | ﹤0.01% | 338 |
|
|
2023
Q4 | $24.2K | Buy |
+312
| New | +$24.2K | ﹤0.01% | 563 |
|
|
2022
Q3 | – | Sell |
-42
| Closed | -$3K | – | 625 |
|
|
2022
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 573 |
|
|
2022
Q1 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 622 |
|
|
2021
Q4 | – | Sell |
-232
| Closed | -$20K | – | 760 |
|
|
2021
Q3 | $20K | Buy |
+232
| New | +$20K | ﹤0.01% | 427 |
|