SWP
ShoreHaven Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
13,496
-1,251
| -8% | -$101K | 0.45% | 49 |
|
|
2025
Q1 | $1.16M | Buy |
14,747
+1,849
| +14% | +$146K | 0.56% | 41 |
|
|
2024
Q4 | $1.01M | Sell |
12,898
-9
| -0.1% | -$708 | 0.48% | 39 |
|
|
2024
Q3 | $1.04M | Sell |
12,907
-29
| -0.2% | -$2.33K | 0.5% | 38 |
|
|
2024
Q2 | $998K | Sell |
12,936
-3,460
| -21% | -$267K | 0.52% | 38 |
|
|
2024
Q1 | $1.27M | Sell |
16,396
-1,971
| -11% | -$153K | 0.7% | 34 |
|
|
2023
Q4 | $1.42M | Buy |
+18,367
| New | +$1.42M | 0.87% | 31 |
|
|
2022
Q2 | – | Sell |
-47,002
| Closed | -$3.87M | – | 80 |
|
|
2022
Q1 | $3.87M | Sell |
47,002
-62
| -0.1% | -$5.1K | 2.04% | 19 |
|
|
2021
Q4 | $4.1M | Buy |
47,064
+64
| +0.1% | +$5.57K | 2.03% | 17 |
|
|
2021
Q3 | $4.11M | Sell |
47,000
-71
| -0.2% | -$6.21K | 2.14% | 17 |
|
|
2021
Q2 | $4.14M | Buy |
47,071
+293
| +0.6% | +$25.8K | 2.23% | 16 |
|
|
2021
Q1 | $4.08M | Buy |
46,778
+923
| +2% | +$80.5K | 2.21% | 15 |
|
|
2020
Q4 | $4M | Buy |
+45,855
| New | +$4M | 2.24% | 16 |
|