LifePlan Investment 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 | $2.96M | Sell |
36,758
-279
| -0.8% | -$22.5K | 1.47% | 30 |
|
|
2025
Q1 | $2.92M | Buy |
37,037
+751
| +2% | +$59.2K | 1.68% | 23 |
|
|
2024
Q4 | $2.85M | Sell |
36,286
-707
| -2% | -$55.6K | 1.77% | 22 |
|
|
2024
Q3 | $2.97M | Buy |
36,993
+1,821
| +5% | +$146K | 1.9% | 24 |
|
|
2024
Q2 | $2.71M | Buy |
35,172
+1,396
| +4% | +$108K | 1.96% | 21 |
|
|
2024
Q1 | $2.63M | Buy |
33,776
+510
| +2% | +$39.6K | 2.09% | 20 |
|
|
2023
Q4 | $2.57M | Buy |
33,266
+873
| +3% | +$67.6K | 2.36% | 17 |
|
|
2023
Q3 | $2.39M | Buy |
32,393
+803
| +3% | +$59.2K | 2.54% | 16 |
|
|
2023
Q2 | $2.37M | Buy |
+31,590
| New | +$2.37M | 2.65% | 15 |
|