Vantage Financial Partners (Wisconsin)’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 | – | Sell |
-2,652
| Closed | -$209K | – | 205 |
|
|
2025
Q1 | $209K | Sell |
2,652
-127
| -5% | -$10K | 0.05% | 180 |
|
|
2024
Q4 | $219K | Sell |
2,779
-238
| -8% | -$18.7K | 0.05% | 161 |
|
|
2024
Q3 | $242K | Buy |
3,017
+134
| +5% | +$10.8K | 0.06% | 159 |
|
|
2024
Q2 | $222K | Sell |
2,883
-1,056
| -27% | -$81.5K | 0.06% | 134 |
|
|
2024
Q1 | $306K | Sell |
3,939
-120
| -3% | -$9.33K | 0.08% | 107 |
|
|
2023
Q4 | $314K | Buy |
4,059
+1,308
| +48% | +$101K | 0.09% | 99 |
|
|
2023
Q3 | $203K | Sell |
2,751
-859
| -24% | -$63.3K | 0.08% | 75 |
|
|
2023
Q2 | $271K | Sell |
3,610
-2
| -0.1% | -$150 | 0.1% | 65 |
|
|
2023
Q1 | $273K | Sell |
3,612
-145
| -4% | -$11K | 0.11% | 64 |
|
|
2022
Q4 | $277K | Sell |
3,757
-2,911
| -44% | -$214K | 0.16% | 47 |
|
|
2022
Q3 | $476K | Sell |
6,668
-1,177
| -15% | -$84K | 0.32% | 28 |
|
|
2022
Q2 | $578K | Sell |
7,845
-4,079
| -34% | -$301K | 0.34% | 20 |
|
|
2022
Q1 | $981K | Sell |
11,924
-2,785
| -19% | -$229K | 0.5% | 15 |
|
|
2021
Q4 | $1.28M | Buy |
+14,709
| New | +$1.28M | 0.5% | 19 |
|