SWM
SigFig Wealth Management’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 | $463K | Sell |
5,763
-235
| -4% | -$18.9K | 0.02% | 111 |
|
|
2025
Q1 | $473K | Sell |
5,998
-228
| -4% | -$18K | 0.02% | 110 |
|
|
2024
Q4 | $490K | Sell |
6,226
-415
| -6% | -$32.6K | 0.02% | 106 |
|
|
2024
Q3 | $534K | Sell |
6,641
-205
| -3% | -$16.5K | 0.02% | 104 |
|
|
2024
Q2 | $528K | Sell |
6,846
-195
| -3% | -$15K | 0.02% | 105 |
|
|
2024
Q1 | $547K | Sell |
7,041
-235
| -3% | -$18.3K | 0.02% | 109 |
|
|
2023
Q4 | $563K | Sell |
7,276
-661
| -8% | -$51.2K | 0.02% | 105 |
|
|
2023
Q3 | $585K | Sell |
7,937
-601
| -7% | -$44.3K | 0.02% | 97 |
|
|
2023
Q2 | $641K | Sell |
8,538
-312
| -4% | -$23.4K | 0.02% | 95 |
|
|
2023
Q1 | $672K | Sell |
8,850
-318
| -3% | -$24.1K | 0.04% | 86 |
|
|
2022
Q4 | $680K | Sell |
9,168
-1,184
| -11% | -$87.8K | 0.03% | 91 |
|
|
2022
Q3 | $748K | Sell |
10,352
-1,923
| -16% | -$139K | 0.04% | 81 |
|
|
2022
Q2 | $908K | Sell |
12,275
-10,593
| -46% | -$784K | 0.05% | 77 |
|
|
2022
Q1 | $1.88M | Buy |
22,868
+4,982
| +28% | +$410K | 0.09% | 57 |
|
|
2021
Q4 | $1.56M | Buy |
17,886
+3,794
| +27% | +$330K | 0.07% | 59 |
|
|
2021
Q3 | $1.23M | Sell |
14,092
-3,393
| -19% | -$297K | 0.06% | 63 |
|
|
2021
Q2 | $1.54M | Buy |
17,485
+4,096
| +31% | +$360K | 0.08% | 56 |
|
|
2021
Q1 | $1.17M | Buy |
13,389
+1,248
| +10% | +$109K | 0.07% | 55 |
|
|
2020
Q4 | $1.06M | Buy |
12,141
+1,412
| +13% | +$123K | 0.08% | 52 |
|
|
2020
Q3 | $897K | Buy |
10,729
+1,340
| +14% | +$112K | 0.08% | 49 |
|
|
2020
Q2 | $766K | Buy |
+9,389
| New | +$766K | 0.08% | 48 |
|
|
2019
Q3 | – | Sell |
-250,034
| Closed | -$21.8M | – | 44 |
|
|
2019
Q2 | $21.8M | Buy |
250,034
+32,521
| +15% | +$2.84M | 3.4% | 12 |
|
|
2019
Q1 | $18.8M | Buy |
217,513
+26,478
| +14% | +$2.29M | 3.33% | 12 |
|
|
2018
Q4 | $15.5M | Buy |
191,035
+21,258
| +13% | +$1.72M | 3.29% | 12 |
|
|
2018
Q3 | $14.7M | Buy |
169,777
+47,401
| +39% | +$4.1M | 3.04% | 12 |
|
|
2018
Q2 | $10.4M | Buy |
122,376
+45,738
| +60% | +$3.89M | 2.68% | 15 |
|
|
2018
Q1 | $29K | Buy |
76,638
+52,001
| +211% | +$19.7K | 0.02% | 30 |
|
|
2017
Q4 | $2.15M | Buy |
+24,637
| New | +$2.15M | 1.03% | 23 |
|