Prosperity Wealth Management’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 | $355K | Sell |
4,401
-7,686
| -64% | -$620K | 0.13% | 157 |
|
|
2025
Q1 | $954K | Sell |
12,087
-83
| -0.7% | -$6.55K | 0.45% | 45 |
|
|
2024
Q4 | $957K | Sell |
12,170
-664
| -5% | -$52.2K | 0.39% | 45 |
|
|
2024
Q3 | $1.03M | Buy |
12,834
+115
| +0.9% | +$9.24K | 0.41% | 42 |
|
|
2024
Q2 | $981K | Buy |
12,719
+5,565
| +78% | +$429K | 0.48% | 38 |
|
|
2024
Q1 | $556K | Buy |
+7,154
| New | +$556K | 0.26% | 63 |
|
|
2023
Q2 | – | Sell |
-5,143
| Closed | -$389K | – | 156 |
|
|
2023
Q1 | $389K | Sell |
5,143
-15,997
| -76% | -$1.21M | 0.31% | 59 |
|
|
2022
Q4 | $1.56M | Buy |
+21,140
| New | +$1.56M | 1.47% | 18 |
|