Wealth Forward LLC’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 | $5.45M | Sell |
67,520
-115
| -0.2% | -$9.28K | 3.66% | 10 |
|
|
2025
Q1 | $5.34M | Buy |
67,635
+68
| +0.1% | +$5.37K | 3.8% | 10 |
|
|
2024
Q4 | $5.31M | Buy |
67,567
+4,292
| +7% | +$338K | 3.75% | 10 |
|
|
2024
Q3 | $5.08M | Sell |
63,275
-1,160
| -2% | -$93.1K | 3.56% | 10 |
|
|
2024
Q2 | $4.97M | Buy |
64,435
+672
| +1% | +$51.8K | 3.88% | 9 |
|
|
2024
Q1 | $4.96M | Buy |
63,763
+1,825
| +3% | +$142K | 3.9% | 9 |
|
|
2023
Q4 | $4.79M | Buy |
+61,938
| New | +$4.79M | 4.05% | 9 |
|