Sterling 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 | $581K | Buy |
+7,198
| New | +$581K | 0.2% | 52 |
|
|
2024
Q4 | $577K | Hold |
7,341
| – | – | 0.21% | 55 |
|
|
2024
Q3 | $589K | Buy |
7,341
+42
| +0.6% | +$3.37K | 0.22% | 55 |
|
|
2024
Q2 | $563K | Hold |
7,299
| – | – | 0.27% | 52 |
|
|
2024
Q1 | $567K | Sell |
7,299
-781
| -10% | -$60.7K | 0.28% | 47 |
|
|
2023
Q4 | $625K | Buy |
+8,080
| New | +$625K | 0.35% | 41 |
|