Perfromance Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
|
|||||
|
2025
Q1 | $272K | Hold |
|
|||||
|
2024
Q4 | $271K | Sell |
|
|||||
|
2024
Q3 | $309K | Sell |
|
|||||
|
2024
Q2 | $308K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $611K | Sell |
|
|||||
|
2023
Q3 | $802K | Sell |
|
|||||
|
2023
Q2 | $978K | Sell |
|
|||||
|
2023
Q1 | $1.16M | Sell |
|
|||||
|
2022
Q4 | $1.32M | Sell |
|
|||||
|
2022
Q3 | $1.46M | Sell |
|
|||||
|
2022
Q2 | $1.68M | Sell |
|
|||||
|
2022
Q1 | $1.96M | Sell |
|
|||||
|
2021
Q4 | $2.34M | Buy |
|