Sheets Smith Wealth Management’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
9,490
-2,000
| -17% | -$94K | 0.05% | 296 |
|
|
2025
Q1 | $531K | Hold |
11,490
| – | – | 0.07% | 244 |
|
|
2024
Q4 | $529K | Sell |
11,490
-1,000
| -8% | -$46K | 0.06% | 258 |
|
|
2024
Q3 | $591K | Sell |
12,490
-21
| -0.2% | -$994 | 0.07% | 225 |
|
|
2024
Q2 | $576K | Hold |
12,511
| – | – | 0.07% | 223 |
|
|
2024
Q1 | $579K | Buy |
12,511
+600
| +5% | +$27.8K | 0.06% | 222 |
|
|
2023
Q4 | $548K | Sell |
11,911
-2,000
| -14% | -$92K | 0.08% | 200 |
|
|
2023
Q3 | $609K | Buy |
13,911
+1,025
| +8% | +$44.9K | 0.09% | 179 |
|
|
2023
Q2 | $577K | Sell |
12,886
-500
| -4% | -$22.4K | 0.08% | 194 |
|
|
2023
Q1 | $609K | Sell |
13,386
-400
| -3% | -$18.2K | 0.09% | 181 |
|
|
2022
Q4 | $612K | Sell |
13,786
-19,718
| -59% | -$875K | 0.1% | 174 |
|
|
2022
Q3 | $1.44M | Buy |
33,504
+798
| +2% | +$34.3K | 0.24% | 98 |
|
|
2022
Q2 | $1.45M | Sell |
32,706
-876
| -3% | -$38.8K | 0.24% | 97 |
|
|
2022
Q1 | $1.64M | Buy |
33,582
+4,714
| +16% | +$230K | 0.23% | 102 |
|
|
2021
Q4 | $1.5M | Buy |
+28,868
| New | +$1.5M | 0.19% | 119 |
|