Stonebridge Financial Planning Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-60
| Closed | -$5K | – | 222 |
|
2021
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 370 |
|
2021
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 379 |
|
2021
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 380 |
|
2021
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 385 |
|
2020
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 360 |
|
2020
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 349 |
|
2020
Q2 | $5K | Sell |
60
-230
| -79% | -$19.2K | ﹤0.01% | 352 |
|
2020
Q1 | $22K | Hold |
290
| – | – | 0.02% | 236 |
|
2019
Q4 | $26K | Buy |
+290
| New | +$26K | 0.02% | 221 |
|