Midwest Professional Planners Ltd (MPPL)’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 |
-6,105
| Closed | -$482K | – | 156 |
|
|
2025
Q1 | $482K | Buy |
6,105
+933
| +18% | +$73.6K | 0.15% | 125 |
|
|
2024
Q4 | $407K | Sell |
5,172
-159
| -3% | -$12.5K | 0.12% | 131 |
|
|
2024
Q3 | $428K | Buy |
5,331
+188
| +4% | +$15.1K | 0.13% | 134 |
|
|
2024
Q2 | $397K | Sell |
5,143
-292
| -5% | -$22.5K | 0.13% | 128 |
|
|
2024
Q1 | $422K | Sell |
5,435
-2
| -0% | -$155 | 0.15% | 114 |
|
|
2023
Q4 | $421K | Sell |
5,437
-13,506
| -71% | -$1.05M | 0.17% | 98 |
|
|
2023
Q3 | $1.4M | Sell |
18,943
-758
| -4% | -$55.9K | 0.63% | 49 |
|
|
2023
Q2 | $1.48M | Sell |
19,701
-2,855
| -13% | -$214K | 0.65% | 47 |
|
|
2023
Q1 | $1.7M | Buy |
+22,556
| New | +$1.7M | 0.83% | 35 |
|
|
2022
Q2 | – | Sell |
-27,304
| Closed | -$2.25M | – | 120 |
|
|
2022
Q1 | $2.25M | Buy |
27,304
+576
| +2% | +$47.4K | 1.11% | 20 |
|
|
2021
Q4 | $2.33M | Sell |
26,728
-916
| -3% | -$79.7K | 1.13% | 22 |
|
|
2021
Q3 | $2.42M | Sell |
27,644
-706
| -2% | -$61.7K | 1.28% | 18 |
|
|
2021
Q2 | $2.5M | Sell |
28,350
-252
| -0.9% | -$22.2K | 1.3% | 17 |
|
|
2021
Q1 | $2.2M | Buy |
+28,602
| New | +$2.2M | 2.18% | 14 |
|
|
2020
Q2 | – | Sell |
-28,602
| Closed | -$2.2M | – | 106 |
|
|
2020
Q1 | $2.2M | Sell |
28,602
-43
| -0.2% | -$3.31K | 2.18% | 15 |
|
|
2019
Q4 | $2.52M | Buy |
28,645
+854
| +3% | +$75.1K | 2.06% | 16 |
|
|
2019
Q3 | $2.42M | Buy |
27,791
+983
| +4% | +$85.7K | 2.17% | 14 |
|
|
2019
Q2 | $2.34M | Buy |
26,808
+103
| +0.4% | +$8.98K | 2.17% | 16 |
|
|
2019
Q1 | $2.31M | Buy |
26,705
+22,445
| +527% | +$1.94M | 2.23% | 15 |
|
|
2018
Q4 | $345K | Buy |
+4,260
| New | +$345K | 0.37% | 62 |
|
|
2018
Q3 | – | Sell |
-493
| Closed | -$42K | – | 173 |
|
|
2018
Q2 | $42K | Sell |
493
-143
| -22% | -$12.2K | 0.04% | 154 |
|
|
2018
Q1 | $54K | Sell |
636
-321
| -34% | -$27.3K | 0.05% | 140 |
|
|
2017
Q4 | $84K | Buy |
+957
| New | +$84K | 0.08% | 123 |
|