Principle Wealth Partners’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 | $260K | Buy |
3,227
+347
| +12% | +$28K | 0.02% | 329 |
|
|
2025
Q1 | $227K | Buy |
2,880
+121
| +4% | +$9.55K | 0.02% | 322 |
|
|
2024
Q4 | $217K | Buy |
2,759
+17
| +0.6% | +$1.34K | 0.02% | 320 |
|
|
2024
Q3 | $220K | Buy |
2,742
+78
| +3% | +$6.26K | 0.02% | 317 |
|
|
2024
Q2 | $206K | Buy |
2,664
+13
| +0.5% | +$1K | 0.02% | 321 |
|
|
2024
Q1 | $206K | Buy |
2,651
+8
| +0.3% | +$622 | 0.02% | 334 |
|
|
2023
Q4 | $205K | Buy |
+2,643
| New | +$205K | 0.02% | 324 |
|
|
2023
Q1 | – | Sell |
-5,157
| Closed | -$380K | – | 320 |
|
|
2022
Q4 | $380K | Buy |
5,157
+121
| +2% | +$8.91K | 0.04% | 223 |
|
|
2022
Q3 | $360 | Buy |
+5,036
| New | +$360 | 0.03% | 212 |
|