Roger Wittlin Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,671
| Closed | -$516K | – | 47 |
|
|
2023
Q4 | $516K | Buy |
6,671
+131
| +2% | +$10.1K | 0.38% | 31 |
|
|
2023
Q3 | $482K | Buy |
6,540
+96
| +1% | +$7.08K | 0.41% | 30 |
|
|
2023
Q2 | $484K | Buy |
6,444
+88
| +1% | +$6.61K | 0.39% | 35 |
|
|
2023
Q1 | $480K | Sell |
6,356
-3,888
| -38% | -$294K | 0.43% | 33 |
|
|
2022
Q4 | $754K | Buy |
+10,244
| New | +$754K | 0.75% | 24 |
|