Vontobel Swiss Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $357K | Hold |
4,050
| – | – | 0.18% | 62 |
|
|
2021
Q1 | $353K | Buy |
4,050
+950
| +31% | +$82.8K | 0.2% | 60 |
|
|
2020
Q4 | $271K | Buy |
+3,100
| New | +$271K | 0.15% | 65 |
|
|
2020
Q3 | – | Sell |
-3,100
| Closed | -$253K | – | 70 |
|
|
2020
Q2 | $253K | Hold |
3,100
| – | – | 0.17% | 74 |
|
|
2020
Q1 | $239K | Hold |
3,100
| – | – | 0.18% | 77 |
|
|
2019
Q4 | $273K | Hold |
3,100
| – | – | 0.18% | 84 |
|
|
2019
Q3 | $270K | Hold |
3,100
| – | – | 0.17% | 88 |
|
|
2019
Q2 | $270K | Buy |
+3,100
| New | +$270K | 0.14% | 106 |
|