Sax 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
Q2 | $719K | Buy |
8,914
+3,081
| +53% | +$248K | 0.04% | 213 |
|
|
2025
Q1 | $460K | Buy |
5,833
+2,769
| +90% | +$218K | 0.03% | 233 |
|
|
2024
Q4 | $241K | Buy |
3,064
+200
| +7% | +$15.7K | 0.02% | 297 |
|
|
2024
Q3 | $230K | Buy |
+2,864
| New | +$230K | 0.02% | 258 |
|
|
2023
Q2 | – | Sell |
-5,678
| Closed | -$429K | – | 181 |
|
|
2023
Q1 | $429K | Sell |
5,678
-994
| -15% | -$75.1K | 0.09% | 118 |
|
|
2022
Q4 | $491K | Sell |
6,672
-277
| -4% | -$20.4K | 0.11% | 105 |
|
|
2022
Q3 | $496K | Sell |
6,949
-1,267
| -15% | -$90.4K | 0.13% | 97 |
|
|
2022
Q2 | $605K | Sell |
8,216
-7,951
| -49% | -$585K | 0.15% | 87 |
|
|
2022
Q1 | $1.33M | Sell |
16,167
-1,017
| -6% | -$83.7K | 0.32% | 46 |
|
|
2021
Q4 | $1.5M | Sell |
17,184
-173
| -1% | -$15.1K | 0.31% | 53 |
|
|
2021
Q3 | $1.52M | Buy |
17,357
+2,320
| +15% | +$203K | 0.36% | 50 |
|
|
2021
Q2 | $1.32M | Buy |
15,037
+358
| +2% | +$31.5K | 0.45% | 47 |
|
|
2021
Q1 | $1.28M | Buy |
14,679
+2,066
| +16% | +$180K | 0.47% | 48 |
|
|
2020
Q4 | $1.1M | Buy |
+12,613
| New | +$1.1M | 0.51% | 47 |
|