Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-380
| Closed | -$29.9K | – | 1157 |
|
|
2024
Q4 | $29.9K | Buy |
380
+109
| +40% | +$8.58K | ﹤0.01% | 1166 |
|
|
2024
Q3 | $21.8K | Sell |
271
-540
| -67% | -$43.4K | ﹤0.01% | 994 |
|
|
2024
Q2 | $62.6K | Buy |
811
+780
| +2,516% | +$60.2K | ﹤0.01% | 609 |
|
|
2024
Q1 | $2.44K | Sell |
31
-12
| -28% | -$943 | ﹤0.01% | 1226 |
|
|
2023
Q4 | $3.36K | Sell |
43
-18
| -30% | -$1.4K | ﹤0.01% | 1108 |
|
|
2023
Q3 | $4.52K | Hold |
61
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q2 | $4.61K | Hold |
61
| – | – | ﹤0.01% | 772 |
|
|
2023
Q1 | $4.64K | Buy |
+61
| New | +$4.64K | ﹤0.01% | 839 |
|