Mountain Capital Investment Advisors’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
Q1 | – | Sell |
-3,726
| Closed | -$324K | – | 146 |
|
|
2020
Q4 | $324K | Sell |
3,726
-869
| -19% | -$75.6K | 0.2% | 118 |
|
|
2020
Q3 | $392K | Buy |
+4,595
| New | +$392K | 0.25% | 82 |
|
|
2020
Q1 | – | Sell |
-46,689
| Closed | -$4.12M | – | 50 |
|
|
2019
Q4 | $4.12M | Buy |
+46,689
| New | +$4.12M | 1.83% | 14 |
|
|
2017
Q4 | – | Sell |
-193
| Closed | -$17K | – | 201 |
|
|
2017
Q3 | $17K | Hold |
193
| – | – | 0.02% | 206 |
|
|
2017
Q2 | $17K | Buy |
+193
| New | +$17K | 0.02% | 237 |
|