SWA
SOA Wealth Advisors’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 | $44.4K | Buy |
551
+18
| +3% | +$1.45K | 0.01% | 383 |
|
|
2025
Q1 | $42K | Buy |
533
+7
| +1% | +$552 | 0.01% | 367 |
|
|
2024
Q4 | $41.4K | Sell |
526
-200
| -28% | -$15.7K | 0.01% | 353 |
|
|
2024
Q3 | $58.3K | Buy |
726
+2
| +0.3% | +$161 | 0.01% | 305 |
|
|
2024
Q2 | $55.8K | Buy |
724
+24
| +3% | +$1.85K | 0.01% | 296 |
|
|
2024
Q1 | $54.4K | Buy |
700
+34
| +5% | +$2.64K | 0.01% | 298 |
|
|
2023
Q4 | $51.5K | Sell |
666
-22
| -3% | -$1.7K | 0.01% | 293 |
|
|
2023
Q3 | $50.7K | Buy |
688
+11
| +2% | +$811 | 0.01% | 281 |
|
|
2023
Q2 | $50.8K | Buy |
677
+24
| +4% | +$1.8K | 0.01% | 289 |
|
|
2023
Q1 | $49.3K | Buy |
653
+52
| +9% | +$3.93K | 0.01% | 285 |
|
|
2022
Q4 | $44.3K | Buy |
601
+10
| +2% | +$736 | 0.01% | 296 |
|
|
2022
Q3 | $42K | Sell |
591
-614
| -51% | -$43.6K | 0.01% | 289 |
|
|
2022
Q2 | $88K | Buy |
1,205
+13
| +1% | +$949 | 0.03% | 212 |
|
|
2022
Q1 | $98K | Buy |
1,192
+10
| +0.8% | +$822 | 0.02% | 229 |
|
|
2021
Q4 | $102K | Buy |
1,182
+236
| +25% | +$20.4K | 0.02% | 213 |
|
|
2021
Q3 | $82K | Buy |
946
+1
| +0.1% | +$87 | 0.02% | 249 |
|
|
2021
Q2 | $83K | Buy |
945
+31
| +3% | +$2.72K | 0.02% | 246 |
|
|
2021
Q1 | $79K | Sell |
914
-1
| -0.1% | -$86 | 0.02% | 220 |
|
|
2020
Q4 | $80K | Buy |
+915
| New | +$80K | 0.02% | 212 |
|