New Century Financial Group’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
Q1 | – | Sell |
-4,139
| Closed | -$327K | – | 209 |
|
2024
Q4 | $327K | Sell |
4,139
-997
| -19% | -$78.7K | 0.14% | 197 |
|
2024
Q3 | $412K | Buy |
5,136
+1,488
| +41% | +$119K | 0.15% | 178 |
|
2024
Q2 | $281K | Buy |
+3,648
| New | +$281K | 0.12% | 205 |
|
2024
Q1 | – | Sell |
-2,636
| Closed | -$204K | – | 187 |
|
2023
Q4 | $204K | Buy |
+2,636
| New | +$204K | 0.18% | 160 |
|