KFA Private Wealth Group’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 | $693K | Sell |
8,591
-98
| -1% | -$7.9K | 0.21% | 57 |
|
|
2025
Q1 | $685K | Buy |
8,689
+4,245
| +96% | +$335K | 0.24% | 52 |
|
|
2024
Q4 | $349K | Buy |
4,444
+1,934
| +77% | +$152K | 0.15% | 63 |
|
|
2024
Q3 | $202K | Buy |
+2,510
| New | +$202K | 0.1% | 81 |
|
|
2024
Q2 | – | Sell |
-5,219
| Closed | -$406K | – | 87 |
|
|
2024
Q1 | $406K | Buy |
+5,219
| New | +$406K | 0.13% | 71 |
|
|
2021
Q2 | – | Sell |
-2,756
| Closed | -$240K | – | 75 |
|
|
2021
Q1 | $240K | Buy |
2,756
+49
| +2% | +$4.27K | 0.14% | 69 |
|
|
2020
Q4 | $236K | Buy |
2,707
+21
| +0.8% | +$1.83K | 0.15% | 62 |
|
|
2020
Q3 | $225K | Buy |
+2,686
| New | +$225K | 0.17% | 59 |
|