SoFi 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
$2.61K Sell
32
-1
-3% -$82 ﹤0.01% 45
2025
Q1
$2.63K Sell
33
-72,724
-100% -$5.8M ﹤0.01% 39
2024
Q4
$5.72M Buy
72,757
+6,288
+9% +$495K 0.39% 10
2024
Q3
$5.34M Buy
66,469
+7,537
+13% +$605K 0.39% 10
2024
Q2
$4.55M Buy
58,932
+7,084
+14% +$546K 0.38% 10
2024
Q1
$4.03M Buy
51,848
+4,836
+10% +$376K 0.37% 10
2023
Q4
$3.64M Buy
47,012
+2,570
+6% +$199K 0.39% 10
2023
Q3
$3.28M Buy
44,442
+2,502
+6% +$184K 0.4% 10
2023
Q2
$3.15M Buy
41,940
+2,983
+8% +$224K 0.39% 11
2023
Q1
$2.94M Buy
38,957
+2,600
+7% +$196K 0.4% 11
2022
Q4
$2.68M Buy
36,357
+2,241
+7% +$165K 0.4% 11
2022
Q3
$2.44M Buy
34,116
+2,413
+8% +$172K 0.41% 11
2022
Q2
$2.33M Buy
31,703
+4,953
+19% +$365K 0.39% 11
2022
Q1
$2.2M Buy
+26,750
New +$2.2M 0.33% 11