MLA
My Legacy Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.66M | Buy |
95,631
+4,924
| +5% | +$395K | 2.73% | 5 |
|
2025
Q1 | $7.16M | Buy |
90,707
+2,456
| +3% | +$194K | 2.76% | 5 |
|
2024
Q4 | $7M | Buy |
88,251
+1,380
| +2% | +$109K | 2.72% | 6 |
|
2024
Q3 | $6.98M | Sell |
86,871
-14,962
| -15% | -$1.2M | 2.75% | 6 |
|
2024
Q2 | $7.86M | Buy |
101,833
+4,918
| +5% | +$379K | 2.51% | 7 |
|
2024
Q1 | $7.53M | Buy |
96,915
+229
| +0.2% | +$17.8K | 2.53% | 5 |
|
2023
Q4 | $7.5M | Sell |
96,686
-1,626
| -2% | -$126K | 2.71% | 6 |
|
2023
Q3 | $7.06M | Buy |
98,312
+986
| +1% | +$70.8K | 2.87% | 5 |
|
2023
Q2 | $7.36M | Sell |
97,326
-1,029
| -1% | -$77.8K | 2.89% | 4 |
|
2023
Q1 | $7.35M | Sell |
98,355
-2,624
| -3% | -$196K | 3.15% | 2 |
|
2022
Q4 | $7.71M | Buy |
100,979
+76,364
| +310% | +$5.83M | 3.29% | 2 |
|
2022
Q3 | $1.76M | Sell |
24,615
-11,852
| -33% | -$847K | 0.89% | 22 |
|
2022
Q2 | $2.72M | Buy |
+36,467
| New | +$2.72M | 1.36% | 13 |
|