Summit Wealth & Retirement Planning’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,101
| Closed | -$905K | – | 121 |
|
|
2019
Q4 | $905K | Sell |
10,101
-150
| -1% | -$13.4K | 0.4% | 51 |
|
|
2019
Q3 | $904K | Hold |
10,251
| – | – | 0.55% | 44 |
|
|
2019
Q2 | $909K | Sell |
10,251
-1,440
| -12% | -$128K | 0.53% | 47 |
|
|
2019
Q1 | $1.05M | Hold |
11,691
| – | – | 0.62% | 41 |
|
|
2018
Q4 | $991K | Buy |
+11,691
| New | +$991K | 0.75% | 32 |
|