KFS
Kaizen Financial Strategies’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-19,831
| Closed | -$1.46M | – | 122 |
|
|
2022
Q2 | $1.46M | Sell |
19,831
-5,147
| -21% | -$379K | 1.44% | 18 |
|
|
2022
Q1 | $2.06M | Buy |
24,978
+6,513
| +35% | +$536K | 1.61% | 16 |
|
|
2021
Q4 | $1.61M | Buy |
18,465
+220
| +1% | +$19.1K | 1.2% | 23 |
|
|
2021
Q3 | $1.6M | Buy |
+18,245
| New | +$1.6M | 1.29% | 19 |
|
|
2021
Q1 | $2.03M | Buy |
+23,288
| New | +$2.03M | 1.93% | 9 |
|