Triton Wealth Management’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
Q3 | – | Sell |
-2,934
| Closed | -$218K | – | 78 |
|
|
2023
Q2 | $218K | Hold |
2,934
| – | – | 0.12% | 75 |
|
|
2023
Q1 | $219K | Hold |
2,934
| – | – | 0.13% | 70 |
|
|
2022
Q4 | $225K | Hold |
2,934
| – | – | 0.14% | 69 |
|
|
2022
Q3 | $215K | Hold |
2,934
| – | – | 0.13% | 69 |
|
|
2022
Q2 | $228K | Hold |
2,934
| – | – | 0.16% | 70 |
|
|
2022
Q1 | $247K | Hold |
2,934
| – | – | 0.13% | 78 |
|
|
2021
Q4 | $247K | Hold |
2,934
| – | – | 0.13% | 78 |
|
|
2021
Q3 | $256K | Hold |
2,934
| – | – | 0.12% | 91 |
|
|
2021
Q2 | $256K | Sell |
2,934
-175
| -6% | -$15.3K | 0.15% | 96 |
|
|
2021
Q1 | $271K | Sell |
3,109
-152
| -5% | -$13.2K | 0.18% | 81 |
|
|
2020
Q4 | $284K | Sell |
3,261
-198
| -6% | -$17.2K | 0.18% | 64 |
|
|
2020
Q3 | $291K | Sell |
3,459
-57
| -2% | -$4.8K | 0.24% | 54 |
|
|
2020
Q2 | $299K | Sell |
3,516
-100
| -3% | -$8.5K | 0.31% | 53 |
|
|
2020
Q1 | $286K | Buy |
+3,616
| New | +$286K | 0.46% | 40 |
|