NFP Retirement Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,373
| Closed | -$260K | – | 291 |
|
|
2024
Q2 | $260K | Buy |
3,373
+48
| +1% | +$3.7K | 0.02% | 242 |
|
|
2024
Q1 | $258K | Buy |
3,325
+34
| +1% | +$2.64K | 0.02% | 240 |
|
|
2023
Q4 | $255K | Buy |
3,291
+31
| +1% | +$2.4K | 0.04% | 211 |
|
|
2023
Q3 | $240K | Hold |
3,260
| – | – | 0.05% | 204 |
|
|
2023
Q2 | $245K | Buy |
3,260
+18
| +0.6% | +$1.35K | 0.05% | 203 |
|
|
2023
Q1 | $245K | Sell |
3,242
-602
| -16% | -$45.5K | 0.05% | 210 |
|
|
2022
Q4 | $283K | Buy |
3,844
+23
| +0.6% | +$1.69K | 0.06% | 193 |
|
|
2022
Q3 | $273K | Sell |
3,821
-110
| -3% | -$7.85K | 0.07% | 190 |
|
|
2022
Q2 | $289K | Buy |
3,931
+31
| +0.8% | +$2.28K | 0.07% | 187 |
|
|
2022
Q1 | $321K | Buy |
+3,900
| New | +$321K | 0.08% | 175 |
|