Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
3,817
-563
| -13% | -$45.4K | 0.01% | 632 |
|
|
2025
Q1 | $346K | Sell |
4,380
-62
| -1% | -$4.89K | 0.01% | 678 |
|
|
2024
Q4 | $349K | Sell |
4,442
-1,170
| -21% | -$92K | 0.01% | 666 |
|
|
2024
Q3 | $451K | Sell |
5,612
-140
| -2% | -$11.2K | 0.02% | 543 |
|
|
2024
Q2 | $444K | Sell |
5,752
-791
| -12% | -$61K | 0.02% | 509 |
|
|
2024
Q1 | $509K | Sell |
6,543
-152
| -2% | -$11.8K | 0.01% | 509 |
|
|
2023
Q4 | $517K | Sell |
6,695
-2,266
| -25% | -$175K | 0.02% | 503 |
|
|
2023
Q3 | $661K | Buy |
8,961
+716
| +9% | +$52.8K | 0.03% | 419 |
|
|
2023
Q2 | $619K | Sell |
8,245
-20,224
| -71% | -$1.52M | 0.02% | 446 |
|
|
2023
Q1 | $2.15M | Buy |
28,469
+24,393
| +598% | +$1.84M | 0.08% | 220 |
|
|
2022
Q4 | $300K | Sell |
4,076
-4,104
| -50% | -$302K | 0.02% | 460 |
|
|
2022
Q3 | $584K | Sell |
8,180
-3,885
| -32% | -$277K | 0.04% | 301 |
|
|
2022
Q2 | $888K | Sell |
12,065
-56,912
| -83% | -$4.19M | 0.04% | 353 |
|
|
2022
Q1 | $5.68M | Buy |
68,977
+9,125
| +15% | +$751K | 0.15% | 143 |
|
|
2021
Q4 | $5.21M | Buy |
59,852
+50,715
| +555% | +$4.41M | 0.12% | 172 |
|
|
2021
Q3 | $799K | Sell |
9,137
-16,265
| -64% | -$1.42M | 0.02% | 465 |
|
|
2021
Q2 | $2.24M | Buy |
25,402
+15,646
| +160% | +$1.38M | 0.06% | 273 |
|
|
2021
Q1 | $1.26M | Buy |
+9,756
| New | +$1.26M | 0.03% | 380 |
|