Physician Wealth 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 | $24.2K | Buy |
300
+50
| +20% | +$4.03K | ﹤0.01% | 474 |
|
|
2025
Q1 | $19.7K | Sell |
250
-30
| -11% | -$2.37K | ﹤0.01% | 493 |
|
|
2024
Q4 | $22K | Buy |
+280
| New | +$22K | ﹤0.01% | 485 |
|
|
2020
Q4 | – | Sell |
-3,268
| Closed | -$274K | – | 143 |
|
|
2020
Q3 | $274K | Buy |
3,268
+341
| +12% | +$28.6K | 0.11% | 108 |
|
|
2020
Q2 | $249K | Buy |
+2,927
| New | +$249K | 0.1% | 112 |
|
|
2020
Q1 | – | Sell |
-2,492
| Closed | -$220K | – | 112 |
|
|
2019
Q4 | $220K | Buy |
+2,492
| New | +$220K | 0.1% | 107 |
|