Plan Group Financial’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 | $4.27M | Sell |
52,921
-20,307
| -28% | -$1.64M | 1.4% | 16 |
|
|
2025
Q1 | $5.78M | Buy |
73,228
+7,598
| +12% | +$599K | 2.06% | 11 |
|
|
2024
Q4 | $5.16M | Buy |
65,630
+1,091
| +2% | +$85.8K | 2.73% | 10 |
|
|
2024
Q3 | $5.18M | Buy |
64,539
+4,216
| +7% | +$339K | 2.74% | 11 |
|
|
2024
Q2 | $4.65M | Buy |
60,323
+4,078
| +7% | +$315K | 2.85% | 11 |
|
|
2024
Q1 | $4.37M | Buy |
56,245
+7,043
| +14% | +$547K | 2.87% | 11 |
|
|
2023
Q4 | $3.81M | Sell |
49,202
-34,586
| -41% | -$2.68M | 3.34% | 12 |
|
|
2023
Q3 | $6.18M | Buy |
83,788
+65,437
| +357% | +$4.82M | 4.45% | 7 |
|
|
2023
Q2 | $1.38M | Buy |
+18,351
| New | +$1.38M | 1.15% | 21 |
|
|
2022
Q2 | $1.22M | Buy |
+16,584
| New | +$1.22M | 2.1% | 18 |
|