LFS
Legacy Financial Strategies’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
3,754
-188
| -5% | -$15.2K | 0.06% | 98 |
|
|
2025
Q1 | $311K | Sell |
3,942
-34
| -0.9% | -$2.68K | 0.07% | 85 |
|
|
2024
Q4 | $313K | Buy |
3,976
+367
| +10% | +$28.9K | 0.07% | 87 |
|
|
2024
Q3 | $290K | Buy |
3,609
+359
| +11% | +$28.8K | 0.06% | 93 |
|
|
2024
Q2 | $251K | Sell |
3,250
-127
| -4% | -$9.8K | 0.06% | 83 |
|
|
2024
Q1 | $262K | Sell |
3,377
-558
| -14% | -$43.4K | 0.07% | 74 |
|
|
2023
Q4 | $305K | Sell |
3,935
-178
| -4% | -$13.8K | 0.09% | 68 |
|
|
2023
Q3 | $305K | Buy |
4,113
+278
| +7% | +$20.6K | 0.1% | 62 |
|
|
2023
Q2 | $288K | Buy |
3,835
+159
| +4% | +$11.9K | 0.1% | 62 |
|
|
2023
Q1 | $278K | Buy |
3,676
+486
| +15% | +$36.7K | 0.1% | 60 |
|
|
2022
Q4 | $235K | Buy |
+3,190
| New | +$235K | 0.1% | 64 |
|