New World 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
4,835
+17
| +0.4% | +$1.37K | 0.08% | 44 |
|
|
2025
Q1 | $380K | Sell |
4,818
-3,256
| -40% | -$257K | 0.09% | 50 |
|
|
2024
Q4 | $635K | Buy |
8,074
+2,892
| +56% | +$227K | 0.15% | 23 |
|
|
2024
Q3 | $416K | Sell |
5,182
-277
| -5% | -$22.2K | 0.11% | 36 |
|
|
2024
Q2 | $421K | Sell |
5,459
-17,063
| -76% | -$1.32M | 0.12% | 31 |
|
|
2024
Q1 | $1.75M | Buy |
22,522
+2,683
| +14% | +$209K | 0.51% | 11 |
|
|
2023
Q4 | $1.54M | Buy |
+19,839
| New | +$1.54M | 0.47% | 12 |
|