Kingswood Wealth Advisors’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 | $942K | Sell |
11,679
-499
| -4% | -$40.2K | 0.07% | 277 |
|
|
2025
Q1 | $961K | Buy |
12,178
+5,502
| +82% | +$434K | 0.09% | 251 |
|
|
2024
Q4 | $525K | Buy |
+6,676
| New | +$525K | 0.04% | 423 |
|
|
2024
Q3 | – | Sell |
-12,792
| Closed | -$987K | – | 706 |
|
|
2024
Q2 | $987K | Sell |
12,792
-2,448
| -16% | -$189K | 0.09% | 235 |
|
|
2024
Q1 | $1.18M | Buy |
15,240
+7,370
| +94% | +$573K | 0.14% | 174 |
|
|
2023
Q4 | $609K | Buy |
+7,870
| New | +$609K | 0.07% | 298 |
|