Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-448
| Closed | -$34.6K | – | 561 |
|
|
2024
Q2 | $34.6K | Buy |
448
+82
| +22% | +$6.33K | 0.01% | 423 |
|
|
2024
Q1 | $28.4K | Buy |
366
+203
| +125% | +$15.8K | 0.01% | 447 |
|
|
2023
Q4 | $12.6K | Buy |
163
+3
| +2% | +$232 | 0.01% | 582 |
|
|
2023
Q3 | $12K | Buy |
160
+3
| +2% | +$225 | 0.01% | 559 |
|
|
2023
Q2 | $12K | Buy |
+157
| New | +$12K | 0.01% | 561 |
|
|
2022
Q4 | $11K | Sell |
154
-1,166
| -88% | -$83.3K | 0.01% | 535 |
|
|
2022
Q3 | $94K | Buy |
1,320
+2
| +0.2% | +$142 | 0.07% | 225 |
|
|
2022
Q2 | $97K | Buy |
1,318
+1
| +0.1% | +$74 | 0.06% | 240 |
|
|
2022
Q1 | $108K | Buy |
1,317
+1
| +0.1% | +$82 | 0.06% | 244 |
|
|
2021
Q4 | $114K | Buy |
+1,316
| New | +$114K | 0.06% | 253 |
|