Silverlake Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,235
| Closed | -$243K | – | 236 |
|
|
2023
Q2 | $243K | Buy |
+3,235
| New | +$243K | 0.14% | 181 |
|
|
2023
Q1 | – | Sell |
-3,506
| Closed | -$258K | – | 219 |
|
|
2022
Q4 | $258K | Sell |
3,506
-3,358
| -49% | -$247K | 0.16% | 162 |
|
|
2022
Q3 | $490K | Buy |
6,864
+3,122
| +83% | +$223K | 0.33% | 76 |
|
|
2022
Q2 | $275K | Sell |
3,742
-2,209
| -37% | -$163K | 0.18% | 144 |
|
|
2022
Q1 | $490K | Buy |
5,951
+2,124
| +56% | +$175K | 0.28% | 91 |
|
|
2021
Q4 | $333K | Buy |
+3,827
| New | +$333K | 0.18% | 139 |
|