Traphagen Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,654
| Closed | -$217K | – | 144 |
|
|
2020
Q2 | $217K | Sell |
2,654
-5,594
| -68% | -$457K | 0.05% | 115 |
|
|
2020
Q1 | $636K | Sell |
8,248
-9,232
| -53% | -$712K | 0.17% | 49 |
|
|
2019
Q4 | $1.54M | Buy |
17,480
+1,719
| +11% | +$151K | 0.37% | 33 |
|
|
2019
Q3 | $1.37M | Buy |
15,761
+9,061
| +135% | +$790K | 0.36% | 31 |
|
|
2019
Q2 | $584K | Buy |
+6,700
| New | +$584K | 0.16% | 52 |
|