Larson Financial 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 | – | Sell |
-268
| Closed | -$21.2K | – | 3355 |
|
|
2025
Q1 | $21.2K | Sell |
268
-124
| -32% | -$9.79K | ﹤0.01% | 1336 |
|
|
2024
Q4 | $30.8K | Buy |
392
+1
| +0.3% | +$79 | ﹤0.01% | 1054 |
|
|
2024
Q3 | $31.4K | Buy |
391
+251
| +179% | +$20.1K | ﹤0.01% | 1045 |
|
|
2024
Q2 | $10.8K | Buy |
140
+123
| +724% | +$9.52K | ﹤0.01% | 1241 |
|
|
2024
Q1 | $1.33K | Hold |
17
| – | – | ﹤0.01% | 1412 |
|
|
2023
Q4 | $1.32K | Hold |
17
| – | – | ﹤0.01% | 1420 |
|
|
2023
Q3 | $1.23K | Buy |
17
+1
| +6% | +$72 | ﹤0.01% | 1455 |
|
|
2023
Q2 | $1.23K | Hold |
16
| – | – | ﹤0.01% | 1340 |
|
|
2023
Q1 | $1.22K | Hold |
16
| – | – | ﹤0.01% | 1319 |
|
|
2022
Q4 | $1.18K | Buy |
+16
| New | +$1.18K | ﹤0.01% | 1266 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1341 |
|
|
2022
Q2 | – | Sell |
-34
| Closed | -$3K | – | 1232 |
|
|
2022
Q1 | $3K | Buy |
34
+4
| +13% | +$353 | ﹤0.01% | 862 |
|
|
2021
Q4 | $3K | Buy |
30
+4
| +15% | +$400 | ﹤0.01% | 897 |
|
|
2021
Q3 | $2K | Buy |
26
+20
| +333% | +$1.54K | ﹤0.01% | 781 |
|
|
2021
Q2 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 773 |
|
|
2021
Q1 | $0 | Sell |
4
-47
| -92% | – | ﹤0.01% | 878 |
|
|
2020
Q4 | $4K | Buy |
51
+3
| +6% | +$235 | ﹤0.01% | 582 |
|
|
2020
Q3 | $4K | Buy |
48
+4
| +9% | +$333 | ﹤0.01% | 549 |
|
|
2020
Q2 | $4K | Buy |
44
+5
| +13% | +$455 | ﹤0.01% | 507 |
|
|
2020
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 407 |
|
|
2019
Q4 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 422 |
|