Signify Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,932
| Closed | -$304K | – | 26 |
|
|
2023
Q4 | $304K | Sell |
3,932
-9,983
| -72% | -$773K | 0.46% | 31 |
|
|
2023
Q3 | $1.03M | Sell |
13,915
-36,365
| -72% | -$2.68M | 1.38% | 26 |
|
|
2023
Q2 | $3.77M | Sell |
50,280
-2,672
| -5% | -$201K | 3.25% | 11 |
|
|
2023
Q1 | $4M | Sell |
52,952
-99
| -0.2% | -$7.48K | 3.53% | 8 |
|
|
2022
Q4 | $3.91M | Sell |
53,051
-4,941
| -9% | -$364K | 3.42% | 7 |
|
|
2022
Q3 | $4.14M | Buy |
+57,992
| New | +$4.14M | 4.4% | 8 |
|