Toth Financial Advisory’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 | $16.1K | Hold |
200
| – | – | ﹤0.01% | 440 |
|
|
2025
Q1 | $15.8K | Hold |
200
| – | – | ﹤0.01% | 415 |
|
|
2024
Q4 | $15.7K | Hold |
200
| – | – | ﹤0.01% | 420 |
|
|
2024
Q3 | $16.1K | Hold |
200
| – | – | ﹤0.01% | 407 |
|
|
2024
Q2 | $15.4K | Hold |
200
| – | – | ﹤0.01% | 422 |
|
|
2024
Q1 | $15.5K | Buy |
200
+135
| +208% | +$10.5K | ﹤0.01% | 409 |
|
|
2023
Q4 | $5.03K | Hold |
65
| – | – | ﹤0.01% | 527 |
|
|
2023
Q3 | $4.79K | Buy |
+65
| New | +$4.79K | ﹤0.01% | 533 |
|
|
2022
Q2 | – | Sell |
-266
| Closed | -$22K | – | 725 |
|
|
2022
Q1 | $22K | Buy |
266
+2
| +0.8% | +$165 | ﹤0.01% | 379 |
|
|
2021
Q4 | $23K | Buy |
264
+4
| +2% | +$348 | ﹤0.01% | 381 |
|
|
2021
Q3 | $23K | Buy |
260
+2
| +0.8% | +$177 | ﹤0.01% | 380 |
|
|
2021
Q2 | $23K | Buy |
258
+3
| +1% | +$267 | ﹤0.01% | 352 |
|
|
2021
Q1 | $22K | Buy |
255
+2
| +0.8% | +$173 | ﹤0.01% | 365 |
|
|
2020
Q4 | $22K | Buy |
253
+4
| +2% | +$348 | ﹤0.01% | 328 |
|
|
2020
Q3 | $21K | Buy |
249
+3
| +1% | +$253 | ﹤0.01% | 307 |
|
|
2020
Q2 | $20K | Sell |
246
-78
| -24% | -$6.34K | ﹤0.01% | 282 |
|
|
2020
Q1 | $25K | Buy |
324
+3
| +0.9% | +$231 | 0.01% | 216 |
|
|
2019
Q4 | $28K | Buy |
321
+5
| +2% | +$436 | 0.01% | 237 |
|
|
2019
Q3 | $28K | Buy |
316
+4
| +1% | +$354 | 0.01% | 252 |
|
|
2019
Q2 | $27K | Sell |
312
-126
| -29% | -$10.9K | 0.01% | 252 |
|
|
2019
Q1 | $38K | Sell |
438
-12
| -3% | -$1.04K | 0.01% | 227 |
|
|
2018
Q4 | $37K | Buy |
450
+5
| +1% | +$411 | 0.01% | 200 |
|
|
2018
Q3 | $38K | Buy |
445
+4
| +0.9% | +$342 | 0.01% | 218 |
|
|
2018
Q2 | $37K | Sell |
441
-116
| -21% | -$9.73K | 0.01% | 222 |
|
|
2018
Q1 | $48K | Buy |
557
+2
| +0.4% | +$172 | 0.01% | 215 |
|
|
2017
Q4 | $48K | Buy |
+555
| New | +$48K | 0.01% | 213 |
|