MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-886
| Closed | -$65.2K | – | 323 |
|
|
2022
Q4 | $65.2K | Buy |
+886
| New | +$65.2K | 0.02% | 162 |
|
|
2018
Q4 | – | Sell |
-10
| Closed | – | – | 267 |
|
|
2018
Q3 | $0 | Sell |
10
-4
| -29% | – | ﹤0.01% | 549 |
|
|
2018
Q2 | $1K | Sell |
14
-167
| -92% | -$11.9K | ﹤0.01% | 487 |
|
|
2018
Q1 | $15K | Hold |
181
| – | – | 0.01% | 240 |
|
|
2017
Q4 | $15K | Hold |
181
| – | – | 0.01% | 241 |
|
|
2017
Q3 | $16K | Hold |
181
| – | – | 0.01% | 220 |
|
|
2017
Q2 | $15K | Hold |
181
| – | – | 0.01% | 223 |
|
|
2017
Q1 | $15K | Hold |
181
| – | – | 0.01% | 217 |
|
|
2016
Q4 | $15K | Buy |
181
+22
| +14% | +$1.82K | 0.01% | 203 |
|
|
2016
Q3 | $13K | Hold |
159
| – | – | 0.01% | 231 |
|
|
2016
Q2 | $13K | Hold |
159
| – | – | 0.01% | 222 |
|
|
2016
Q1 | $12K | Hold |
159
| – | – | 0.01% | 221 |
|
|
2015
Q4 | $14K | Buy |
+159
| New | +$14K | 0.01% | 196 |
|