Visionary Wealth Advisors’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-43,809
| Closed | -$2.02M | – | 583 |
|
|
2025
Q1 | $2.02M | Sell |
43,809
-1,316
| -3% | -$60.8K | 0.12% | 171 |
|
|
2024
Q4 | $2.08M | Buy |
45,125
+2,109
| +5% | +$97K | 0.12% | 161 |
|
|
2024
Q3 | $2.04M | Sell |
43,016
-6,420
| -13% | -$304K | 0.12% | 173 |
|
|
2024
Q2 | $2.28M | Sell |
49,436
-235
| -0.5% | -$10.8K | 0.15% | 154 |
|
|
2024
Q1 | $2.3M | Buy |
49,671
+19,838
| +66% | +$917K | 0.16% | 157 |
|
|
2023
Q4 | $1.37M | Sell |
29,833
-4,520
| -13% | -$208K | 0.1% | 198 |
|
|
2023
Q3 | $1.5M | Buy |
34,353
+2,016
| +6% | +$88.2K | 0.12% | 173 |
|
|
2023
Q2 | $1.45M | Sell |
32,337
-141,315
| -81% | -$6.33M | 0.12% | 177 |
|
|
2023
Q1 | $7.9M | Sell |
173,652
-14,033
| -7% | -$638K | 0.67% | 38 |
|
|
2022
Q4 | $8.33M | Buy |
187,685
+149,794
| +395% | +$6.65M | 0.77% | 33 |
|
|
2022
Q3 | $1.63M | Buy |
37,891
+17,867
| +89% | +$769K | 0.17% | 123 |
|
|
2022
Q2 | $886K | Buy |
+20,024
| New | +$886K | 0.08% | 183 |
|