Sunesis Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,462
| Closed | -$329K | – | 72 |
|
|
2023
Q3 | $329K | Buy |
+4,462
| New | +$329K | 0.23% | 47 |
|
|
2023
Q1 | $337K | Hold |
4,462
| – | – | 0.24% | 48 |
|
|
2022
Q4 | $329K | Hold |
4,462
| – | – | 0.21% | 37 |
|
|
2022
Q3 | $319K | Hold |
4,462
| – | – | 0.22% | 37 |
|
|
2022
Q2 | $328K | Hold |
4,462
| – | – | 0.21% | 37 |
|
|
2022
Q1 | $367K | Hold |
4,462
| – | – | 0.21% | 37 |
|
|
2021
Q4 | $388K | Hold |
4,462
| – | – | 0.28% | 28 |
|
|
2021
Q3 | $390K | Hold |
4,462
| – | – | 0.3% | 25 |
|
|
2021
Q2 | $393K | Hold |
4,462
| – | – | 0.3% | 25 |
|
|
2021
Q1 | $389K | Hold |
4,462
| – | – | 0.31% | 26 |
|
|
2020
Q4 | $390K | Hold |
4,462
| – | – | 0.32% | 27 |
|
|
2020
Q3 | $374K | Buy |
+4,462
| New | +$374K | 0.33% | 26 |
|