Richardson Financial Services’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 | $2.36M | Buy |
29,412
+1,082
| +4% | +$86.7K | 1.58% | 12 |
|
|
2025
Q1 | $2.23M | Sell |
28,330
-985
| -3% | -$77.7K | 1.7% | 9 |
|
|
2024
Q4 | $2.31M | Sell |
29,315
-1,135
| -4% | -$89.3K | 1.62% | 10 |
|
|
2024
Q3 | $2.35M | Hold |
30,450
| – | – | 1.49% | 11 |
|
|
2024
Q2 | $2.35M | Sell |
30,450
-3,641
| -11% | -$281K | 1.69% | 10 |
|
|
2024
Q1 | $2.65M | Buy |
34,091
+3,250
| +11% | +$253K | 1.87% | 7 |
|
|
2023
Q4 | $2.39M | Buy |
+30,841
| New | +$2.39M | 2.09% | 7 |
|