SkyOak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
2,990
-750
| -20% | -$60.5K | 0.05% | 211 |
|
|
2025
Q1 | $295K | Hold |
3,740
| – | – | 0.06% | 173 |
|
|
2024
Q4 | $294K | Buy |
+3,740
| New | +$294K | 0.06% | 178 |
|
|
2021
Q1 | – | Sell |
-4,702
| Closed | -$410K | – | 239 |
|
|
2020
Q4 | $410K | Hold |
4,702
| – | – | 0.13% | 140 |
|
|
2020
Q3 | $394K | Hold |
4,702
| – | – | 0.14% | 133 |
|
|
2020
Q2 | $384K | Sell |
4,702
-299
| -6% | -$24.4K | 0.14% | 153 |
|
|
2020
Q1 | $385K | Sell |
5,001
-135
| -3% | -$10.4K | 0.2% | 127 |
|
|
2019
Q4 | $452K | Buy |
+5,136
| New | +$452K | 0.14% | 180 |
|