New Legacy 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $2.7M | Hold |
36,600
| – | – | 7.38% | 4 |
|
2023
Q2 | $2.75M | Hold |
36,600
| – | – | 6.95% | 4 |
|
2023
Q1 | $2.77M | Hold |
36,600
| – | – | 7.86% | 3 |
|
2022
Q4 | $2.69M | Hold |
36,600
| – | – | 8.38% | 3 |
|
2022
Q3 | $2.61M | Hold |
36,600
| – | – | 6.74% | 4 |
|
2022
Q2 | $2.69M | Hold |
36,600
| – | – | 5.46% | 4 |
|
2022
Q1 | $3.01M | Buy |
36,600
+1,200
| +3% | +$98.8K | 1.13% | 4 |
|
2021
Q4 | $3.08M | Buy |
+35,400
| New | +$3.08M | 0.6% | 5 |
|