Lockerman 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 | $339K | Sell |
4,208
-85
| -2% | -$6.86K | 0.46% | 74 |
|
|
2025
Q1 | $339K | Buy |
4,293
+377
| +10% | +$29.7K | 0.51% | 64 |
|
|
2024
Q4 | $308K | Hold |
3,916
| – | – | 0.52% | 65 |
|
|
2024
Q3 | $314K | Sell |
3,916
-12
| -0.3% | -$964 | 0.53% | 64 |
|
|
2024
Q2 | $303K | Hold |
3,928
| – | – | 0.55% | 65 |
|
|
2024
Q1 | $305K | Buy |
+3,928
| New | +$305K | 0.58% | 55 |
|