Meridian 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 | $2.62M | Buy |
32,508
+983
| +3% | +$79.3K | 0.11% | 173 |
|
|
2025
Q1 | $2.49M | Buy |
31,525
+310
| +1% | +$24.5K | 0.12% | 165 |
|
|
2024
Q4 | $2.46M | Buy |
31,215
+13,667
| +78% | +$1.07M | 0.12% | 169 |
|
|
2024
Q3 | $1.41M | Buy |
+17,548
| New | +$1.41M | 0.07% | 222 |
|
|
2024
Q1 | – | Sell |
-3,349
| Closed | -$259K | – | 337 |
|
|
2023
Q4 | $259K | Sell |
3,349
-3,105
| -48% | -$240K | 0.02% | 527 |
|
|
2023
Q3 | $476K | Buy |
6,454
+3,247
| +101% | +$240K | 0.03% | 377 |
|
|
2023
Q2 | $241K | Sell |
3,207
-122
| -4% | -$9.16K | 0.02% | 483 |
|
|
2023
Q1 | $252K | Buy |
+3,329
| New | +$252K | 0.02% | 465 |
|
|
2022
Q3 | – | Sell |
-8,581
| Closed | -$632K | – | 526 |
|
|
2022
Q2 | $632K | Buy |
+8,581
| New | +$632K | 0.05% | 303 |
|
|
2019
Q3 | – | Sell |
-1,485
| Closed | -$1.3K | – | 308 |
|
|
2019
Q2 | $1.3K | Buy |
+1,485
| New | +$1.3K | 0.05% | 252 |
|