SWA
Strategies Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
+3,930
| New | +$317K | 0.03% | 136 |
|
|
2025
Q1 | – | Sell |
-2,974
| Closed | -$237K | – | 181 |
|
|
2024
Q4 | $237K | Sell |
2,974
-1,886
| -39% | -$150K | 0.03% | 115 |
|
|
2024
Q3 | $390K | Buy |
4,860
+266
| +6% | +$21.4K | 0.05% | 71 |
|
|
2024
Q2 | $354K | Sell |
4,594
-2,172
| -32% | -$168K | 0.05% | 70 |
|
|
2024
Q1 | $526K | Sell |
6,766
-724
| -10% | -$56.3K | 0.08% | 61 |
|
|
2023
Q4 | $580K | Buy |
7,490
+215
| +3% | +$16.6K | 0.1% | 53 |
|
|
2023
Q3 | $536K | Buy |
7,275
+58
| +0.8% | +$4.28K | 0.11% | 51 |
|
|
2023
Q2 | $542K | Sell |
7,217
-1,372
| -16% | -$103K | 0.11% | 57 |
|
|
2023
Q1 | $649K | Sell |
8,589
-3,471
| -29% | -$262K | 0.14% | 49 |
|
|
2022
Q4 | $888K | Buy |
+12,060
| New | +$888K | 0.22% | 41 |
|
|
2022
Q2 | $496K | Buy |
+6,736
| New | +$496K | 0.14% | 55 |
|