Joseph Group Capital 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.3K | Buy |
301
+96
| +47% | +$7.74K | 0.01% | 84 |
|
2025
Q1 | $16.2K | Buy |
+205
| New | +$16.2K | 0.01% | 85 |
|
2024
Q3 | – | Sell |
-151
| Closed | -$11.6K | – | 81 |
|
2024
Q2 | $11.6K | Buy |
151
+36
| +31% | +$2.78K | 0.01% | 70 |
|
2024
Q1 | $8.94K | Buy |
+115
| New | +$8.94K | ﹤0.01% | 83 |
|
2023
Q1 | – | Sell |
-310
| Closed | -$23K | – | 87 |
|
2022
Q4 | $23K | Buy |
+310
| New | +$23K | 0.02% | 78 |
|