LJI Wealth Management’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 |
-3,719
| Closed | -$293K | – | 187 |
|
|
2025
Q1 | $293K | Sell |
3,719
-141
| -4% | -$11.1K | 0.06% | 137 |
|
|
2024
Q4 | $304K | Sell |
3,860
-5,814
| -60% | -$457K | 0.06% | 133 |
|
|
2024
Q3 | $777K | Sell |
9,674
-357
| -4% | -$28.7K | 0.16% | 66 |
|
|
2024
Q2 | $774K | Sell |
10,031
-250
| -2% | -$19.3K | 0.17% | 64 |
|
|
2024
Q1 | $799K | Sell |
10,281
-130
| -1% | -$10.1K | 0.21% | 52 |
|
|
2023
Q4 | $806K | Buy |
+10,411
| New | +$806K | 0.21% | 58 |
|
|
2023
Q1 | – | Sell |
-3,026
| Closed | -$223K | – | 162 |
|
|
2022
Q4 | $223K | Buy |
+3,026
| New | +$223K | 0.08% | 124 |
|