Pettinga Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,315
| Closed | -$2.14M | – | 84 |
|
|
2019
Q4 | $2.14M | Buy |
24,315
+8,363
| +52% | +$735K | 1.14% | 20 |
|
|
2019
Q3 | $1.39M | Buy |
15,952
+1,776
| +13% | +$155K | 0.75% | 27 |
|
|
2019
Q2 | $1.24M | Buy |
14,176
+1,359
| +11% | +$118K | 0.64% | 30 |
|
|
2019
Q1 | $1.11M | Buy |
12,817
+2,477
| +24% | +$214K | 0.59% | 32 |
|
|
2018
Q4 | $839K | Buy |
+10,340
| New | +$839K | 0.55% | 34 |
|