Moulton 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
2021
Q4
Sell
-73,469
Closed -$6.42M 31
2021
Q3
$6.42M Buy
73,469
+24,083
+49% +$2.11M 4.79% 7
2021
Q2
$4.35M Buy
49,386
+9,477
+24% +$834K 3.17% 16
2021
Q1
$3.48M Sell
39,909
-34,584
-46% -$3.02M 2.63% 15
2020
Q4
$6.47M Buy
+74,493
New +$6.47M 5.21% 5