Madison Wealth Partners’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 | $264K | Sell |
3,276
-244
| -7% | -$19.7K | 0.06% | 138 |
|
|
2025
Q1 | $278K | Sell |
3,520
-46
| -1% | -$3.63K | 0.07% | 120 |
|
|
2024
Q4 | $280K | Sell |
3,566
-111
| -3% | -$8.73K | 0.08% | 123 |
|
|
2024
Q3 | $295K | Sell |
3,677
-92
| -2% | -$7.39K | 0.09% | 116 |
|
|
2024
Q2 | $291K | Buy |
3,769
+892
| +31% | +$68.8K | 0.1% | 100 |
|
|
2024
Q1 | $224K | Hold |
2,877
| – | – | 0.08% | 115 |
|
|
2023
Q4 | $223K | Sell |
2,877
-56
| -2% | -$4.33K | 0.09% | 108 |
|
|
2023
Q3 | $216K | Sell |
2,933
-2,814
| -49% | -$207K | 0.11% | 86 |
|
|
2023
Q2 | $431K | Sell |
5,747
-142
| -2% | -$10.7K | 0.2% | 48 |
|
|
2023
Q1 | $445K | Buy |
5,889
+2,485
| +73% | +$188K | 0.22% | 46 |
|
|
2022
Q4 | $251K | Sell |
3,404
-941
| -22% | -$69.3K | 0.15% | 67 |
|
|
2022
Q3 | $310K | Sell |
4,345
-358
| -8% | -$25.5K | 0.2% | 53 |
|
|
2022
Q2 | $346K | Buy |
4,703
+944
| +25% | +$69.5K | 0.22% | 51 |
|
|
2022
Q1 | $309K | Sell |
3,759
-315
| -8% | -$25.9K | 0.17% | 53 |
|
|
2021
Q4 | $354K | Buy |
4,074
+104
| +3% | +$9.04K | 0.18% | 48 |
|
|
2021
Q3 | $347K | Sell |
3,970
-92
| -2% | -$8.04K | 0.2% | 45 |
|
|
2021
Q2 | $358K | Sell |
4,062
-75,187
| -95% | -$6.63M | 0.21% | 45 |
|
|
2021
Q1 | $6.92M | Sell |
79,249
-632
| -0.8% | -$55.2K | 4.87% | 6 |
|
|
2020
Q4 | $6.97M | Buy |
+79,881
| New | +$6.97M | 4.68% | 6 |
|