Sage Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-29,937
| Closed | -$2.61M | – | 56 |
|
2017
Q4 | $2.61M | Buy |
+29,937
| New | +$2.61M | 0.51% | 22 |
|
2016
Q1 | – | Sell |
-3,506
| Closed | -$283K | – | 52 |
|
2015
Q4 | $283K | Buy |
+3,506
| New | +$283K | 0.09% | 39 |
|
2015
Q1 | – | Sell |
-13,947
| Closed | -$1.25M | – | 40 |
|
2014
Q4 | $1.25M | Buy |
+13,947
| New | +$1.25M | 0.47% | 15 |
|