Kingsview Wealth 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 | $2.34M | Sell |
28,963
-609
| -2% | -$49.1K | 0.04% | 408 |
|
|
2025
Q1 | $2.33M | Sell |
29,572
-558
| -2% | -$44K | 0.04% | 358 |
|
|
2024
Q4 | $2.37M | Buy |
30,130
+309
| +1% | +$24.3K | 0.05% | 351 |
|
|
2024
Q3 | $2.39M | Buy |
29,821
+859
| +3% | +$69K | 0.05% | 331 |
|
|
2024
Q2 | $2.23M | Buy |
28,962
+280
| +1% | +$21.6K | 0.05% | 324 |
|
|
2024
Q1 | $2.23M | Buy |
28,682
+514
| +2% | +$40K | 0.06% | 320 |
|
|
2023
Q4 | $2.18M | Sell |
28,168
-47
| -0.2% | -$3.64K | 0.07% | 260 |
|
|
2023
Q3 | $2.08M | Sell |
28,215
-2,254
| -7% | -$166K | 0.07% | 276 |
|
|
2023
Q2 | $2.29M | Sell |
30,469
-2,974
| -9% | -$223K | 0.09% | 226 |
|
|
2023
Q1 | $2.53M | Sell |
33,443
-1,510
| -4% | -$114K | 0.11% | 206 |
|
|
2022
Q4 | $2.57M | Sell |
34,953
-1,904
| -5% | -$140K | 0.11% | 204 |
|
|
2022
Q3 | $2.63M | Sell |
36,857
-7,249
| -16% | -$517K | 0.12% | 186 |
|
|
2022
Q2 | $3.25M | Buy |
44,106
+4,787
| +12% | +$352K | 0.16% | 149 |
|
|
2022
Q1 | $3.24M | Sell |
39,319
-1,799
| -4% | -$148K | 0.14% | 159 |
|
|
2021
Q4 | $3.58M | Sell |
41,118
-11,462
| -22% | -$997K | 0.15% | 152 |
|
|
2021
Q3 | $4.6M | Buy |
52,580
+5,292
| +11% | +$463K | 0.22% | 106 |
|
|
2021
Q2 | $4.16M | Sell |
47,288
-3,419
| -7% | -$301K | 0.21% | 118 |
|
|
2021
Q1 | $4.42M | Buy |
50,707
+25,710
| +103% | +$2.24M | 0.25% | 91 |
|
|
2020
Q4 | $2.18M | Buy |
24,997
+9,987
| +67% | +$872K | 0.16% | 146 |
|
|
2020
Q3 | $1.26M | Buy |
15,010
+839
| +6% | +$70.4K | 0.11% | 193 |
|
|
2020
Q2 | $1.16M | Buy |
14,171
+2,361
| +20% | +$193K | 0.12% | 185 |
|
|
2020
Q1 | $910K | Buy |
11,810
+5,945
| +101% | +$458K | 0.12% | 192 |
|
|
2019
Q4 | $516K | Buy |
5,865
+71
| +1% | +$6.25K | 0.06% | 276 |
|
|
2019
Q3 | $505K | Sell |
5,794
-6,539
| -53% | -$570K | 0.08% | 251 |
|
|
2019
Q2 | $1.08M | Sell |
12,333
-1,605
| -12% | -$140K | 0.18% | 143 |
|
|
2019
Q1 | $1.21M | Buy |
13,938
+2,194
| +19% | +$190K | 0.18% | 149 |
|
|
2018
Q4 | $952K | Sell |
11,744
-11,536
| -50% | -$935K | 0.21% | 133 |
|
|
2018
Q3 | $2.01M | Buy |
23,280
+19,100
| +457% | +$1.65M | 0.41% | 69 |
|
|
2018
Q2 | $356K | Sell |
4,180
-4,445
| -52% | -$379K | 0.09% | 242 |
|
|
2018
Q1 | $739K | Sell |
8,625
-4,393
| -34% | -$376K | 0.18% | 149 |
|
|
2017
Q4 | $1.14M | Buy |
13,018
+6,332
| +95% | +$553K | 0.41% | 68 |
|
|
2017
Q3 | $593K | Buy |
6,686
+5,097
| +321% | +$452K | 0.26% | 123 |
|
|
2017
Q2 | $140K | Buy |
+1,589
| New | +$140K | 0.07% | 242 |
|