Key Financial Inc’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 | $26.9K | Hold |
334
| – | – | 0.01% | 625 |
|
|
2025
Q1 | $26.3K | Hold |
334
| – | – | 0.01% | 594 |
|
|
2024
Q4 | $26.3K | Hold |
334
| – | – | 0.01% | 596 |
|
|
2024
Q3 | $26.8K | Hold |
334
| – | – | 0.01% | 586 |
|
|
2024
Q2 | $25.8K | Hold |
334
| – | – | 0.01% | 590 |
|
|
2024
Q1 | $26K | Hold |
334
| – | – | 0.01% | 562 |
|
|
2023
Q4 | $25.8K | Hold |
334
| – | – | 0.01% | 538 |
|
|
2023
Q3 | $24.6K | Hold |
334
| – | – | 0.01% | 525 |
|
|
2023
Q2 | $25.1K | Hold |
334
| – | – | 0.01% | 534 |
|
|
2023
Q1 | $25.2K | Hold |
334
| – | – | 0.01% | 498 |
|
|
2022
Q4 | $23.8K | Hold |
334
| – | – | 0.01% | 466 |
|
|
2022
Q3 | $24K | Hold |
334
| – | – | 0.01% | 466 |
|
|
2022
Q2 | $25K | Buy |
334
+84
| +34% | +$6.29K | 0.01% | 465 |
|
|
2022
Q1 | $21K | Buy |
250
+110
| +79% | +$9.24K | 0.01% | 491 |
|
|
2021
Q4 | $12K | Hold |
140
| – | – | 0.01% | 561 |
|
|
2021
Q3 | $12K | Hold |
140
| – | – | 0.01% | 545 |
|
|
2021
Q2 | $12K | Hold |
140
| – | – | 0.01% | 540 |
|
|
2021
Q1 | $12K | Hold |
140
| – | – | 0.01% | 463 |
|
|
2020
Q4 | $12K | Buy |
+140
| New | +$12K | 0.01% | 439 |
|
|
2020
Q2 | – | Sell |
-140
| Closed | -$11K | – | 329 |
|
|
2020
Q1 | $11K | Buy |
+140
| New | +$11K | 0.01% | 391 |
|