TrueWealth LLC’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
Q2 | $45K | Buy |
550
+8
| +1% | +$655 | 0.02% | 287 |
|
|
2020
Q1 | $42K | Buy |
542
+15
| +3% | +$1.16K | 0.02% | 273 |
|
|
2019
Q4 | $46K | Hold |
527
| – | – | 0.02% | 284 |
|
|
2019
Q3 | $46K | Buy |
527
+5
| +1% | +$436 | 0.02% | 272 |
|
|
2019
Q2 | $46K | Buy |
522
+6
| +1% | +$529 | 0.02% | 274 |
|
|
2019
Q1 | $45K | Buy |
516
+5
| +1% | +$436 | 0.02% | 270 |
|
|
2018
Q4 | $41K | Buy |
511
+9
| +2% | +$722 | 0.02% | 273 |
|
|
2018
Q3 | $43K | Buy |
502
+7
| +1% | +$600 | 0.02% | 287 |
|
|
2018
Q2 | $42K | Buy |
495
+456
| +1,169% | +$38.7K | 0.02% | 284 |
|
|
2018
Q1 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 653 |
|