Redmont 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
Q1 | $1.09M | Hold |
13,769
| – | – | 2.12% | 9 |
|
|
2024
Q4 | $1.08M | Buy |
13,769
+74
| +0.5% | +$5.82K | 1.87% | 10 |
|
|
2024
Q3 | $1.1M | Hold |
13,695
| – | – | 1.7% | 9 |
|
|
2024
Q2 | $1.06M | Buy |
13,695
+219
| +2% | +$16.9K | 1.66% | 10 |
|
|
2024
Q1 | $1.05M | Buy |
+13,476
| New | +$1.05M | 1.45% | 14 |
|
|
2023
Q1 | – | Sell |
-4,460
| Closed | -$328K | – | 87 |
|
|
2022
Q4 | $328K | Hold |
4,460
| – | – | 0.39% | 69 |
|
|
2022
Q3 | $318K | Sell |
4,460
-6,160
| -58% | -$439K | 0.41% | 59 |
|
|
2022
Q2 | $782K | Buy |
10,620
+4,438
| +72% | +$327K | 0.95% | 21 |
|
|
2022
Q1 | $509K | Buy |
6,182
+3,102
| +101% | +$255K | 0.54% | 46 |
|
|
2021
Q4 | $268K | Buy |
+3,080
| New | +$268K | 0.29% | 73 |
|