MKD Wealth Coaches’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 | $655K | Sell |
8,122
-179
| -2% | -$14.4K | 0.69% | 10 |
|
|
2025
Q1 | $655K | Sell |
8,301
-1
| -0% | -$79 | 0.74% | 10 |
|
|
2024
Q4 | $653K | Buy |
+8,302
| New | +$653K | 0.66% | 10 |
|
|
2021
Q4 | $304K | Sell |
3,496
-127
| -4% | -$11K | 0.42% | 19 |
|
|
2021
Q3 | $317K | Buy |
3,623
+17
| +0.5% | +$1.49K | 0.5% | 14 |
|
|
2021
Q2 | $317K | Sell |
3,606
-52
| -1% | -$4.57K | 0.51% | 13 |
|
|
2021
Q1 | $319K | Sell |
3,658
-2,091
| -36% | -$182K | 0.54% | 13 |
|
|
2020
Q4 | $502K | Buy |
5,749
+3,178
| +124% | +$278K | 0.8% | 13 |
|
|
2020
Q3 | $216K | Buy |
+2,571
| New | +$216K | 0.31% | 30 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 115 |
|
|
2019
Q2 | $0 | Sell |
1
-61
| -98% | – | ﹤0.01% | 222 |
|
|
2019
Q1 | $5K | Hold |
62
| – | – | 0.01% | 152 |
|
|
2018
Q4 | $5K | Buy |
+62
| New | +$5K | 0.01% | 139 |
|