Stone Summit 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 | $1.82M | Buy |
22,578
+1,245
| +6% | +$100K | 0.56% | 56 |
|
|
2025
Q1 | $1.68M | Buy |
21,333
+6,610
| +45% | +$521K | 0.57% | 55 |
|
|
2024
Q4 | $1.16M | Sell |
14,723
-1,061
| -7% | -$83.4K | 0.39% | 66 |
|
|
2024
Q3 | $1.27M | Sell |
15,784
-1,385
| -8% | -$111K | 0.41% | 68 |
|
|
2024
Q2 | $1.32M | Sell |
17,169
-1,487
| -8% | -$115K | 0.47% | 61 |
|
|
2024
Q1 | $1.45M | Sell |
18,656
-4,276
| -19% | -$332K | 0.5% | 61 |
|
|
2023
Q4 | $1.77M | Buy |
22,932
+2,495
| +12% | +$193K | 0.68% | 50 |
|
|
2023
Q3 | $1.51M | Buy |
20,437
+1,845
| +10% | +$136K | 0.65% | 56 |
|
|
2023
Q2 | $1.4M | Buy |
18,592
+1,420
| +8% | +$107K | 0.58% | 59 |
|
|
2023
Q1 | $1.3M | Buy |
17,172
+4,021
| +31% | +$304K | 0.58% | 60 |
|
|
2022
Q4 | $968K | Buy |
13,151
+8,325
| +173% | +$613K | 0.47% | 62 |
|
|
2022
Q3 | $345K | Sell |
4,826
-145
| -3% | -$10.4K | 0.21% | 95 |
|
|
2022
Q2 | $366K | Buy |
4,971
+126
| +3% | +$9.28K | 0.22% | 94 |
|
|
2022
Q1 | $392K | Buy |
4,845
+1,370
| +39% | +$111K | 0.22% | 97 |
|
|
2021
Q4 | $304K | Buy |
+3,475
| New | +$304K | 0.25% | 96 |
|