Mittelman 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 | $1.96M | Buy |
24,357
+3,542
| +17% | +$286K | 1.66% | 12 |
|
|
2025
Q1 | $1.64M | Buy |
20,815
+1,546
| +8% | +$122K | 1.48% | 12 |
|
|
2024
Q4 | $1.52M | Sell |
19,269
-6,393
| -25% | -$503K | 1.41% | 11 |
|
|
2024
Q3 | $2.06M | Buy |
25,662
+19,041
| +288% | +$1.53M | 1.17% | 12 |
|
|
2024
Q2 | $511K | Buy |
6,621
+3,680
| +125% | +$284K | 0.33% | 50 |
|
|
2024
Q1 | $229K | Buy |
+2,941
| New | +$229K | 0.15% | 61 |
|