Sage Mountain 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
Q2 | $262K | Hold |
3,247
| – | – | 0.02% | 362 |
|
2025
Q1 | $256K | Hold |
3,247
| – | – | 0.02% | 332 |
|
2024
Q4 | $255K | Hold |
3,247
| – | – | 0.02% | 332 |
|
2024
Q3 | $261K | Hold |
3,247
| – | – | 0.02% | 317 |
|
2024
Q2 | $250K | Buy |
+3,247
| New | +$250K | 0.02% | 296 |
|
2022
Q1 | – | Sell |
-233
| Closed | -$20K | – | 659 |
|
2021
Q4 | $20K | Buy |
+233
| New | +$20K | ﹤0.01% | 648 |
|