KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.64M | Buy |
17,852
+10,016
| +128% | +$921K | 0.23% | 109 |
|
|
2014
Q2 | $746K | Sell |
7,836
-12,077
| -61% | -$1.15M | 0.11% | 198 |
|
|
2014
Q1 | $1.88M | Buy |
19,913
+727
| +4% | +$68.6K | 0.3% | 82 |
|
|
2013
Q4 | $1.78M | Buy |
19,186
+7,498
| +64% | +$696K | 0.3% | 77 |
|
|
2013
Q3 | $1.07M | Buy |
11,688
+851
| +8% | +$77.9K | 0.26% | 92 |
|
|
2013
Q2 | $984K | Buy |
+10,837
| New | +$984K | 0.28% | 91 |
|