KFG Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-61,367
| Closed | -$5.22M | – | 184 |
|
|
2024
Q2 | $5.22M | Buy |
61,367
+3,863
| +7% | +$328K | 2.07% | 13 |
|
|
2024
Q1 | $4.93M | Sell |
57,504
-511
| -0.9% | -$43.8K | 2.03% | 10 |
|
|
2023
Q4 | $4.88M | Buy |
58,015
+5,588
| +11% | +$470K | 2.22% | 13 |
|
|
2023
Q3 | $4.37M | Sell |
52,427
-313
| -0.6% | -$26.1K | 2.37% | 11 |
|
|
2023
Q2 | $4.42M | Buy |
52,740
+1,412
| +3% | +$118K | 2.58% | 11 |
|
|
2023
Q1 | $4.23M | Buy |
51,328
+2,504
| +5% | +$206K | 2.93% | 9 |
|
|
2022
Q4 | $4M | Buy |
+48,824
| New | +$4M | 4.1% | 6 |
|