WealthSource Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $228K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $670K | Buy |
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|
2022
Q2 | $609K | Sell |
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|
2022
Q1 | $899K | Buy |
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|
2021
Q4 | $530K | Buy |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $627K | Sell |
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|
2019
Q3 | $817K | Sell |
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|
2019
Q2 | $957K | Buy |
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|
2019
Q1 | $905K | Sell |
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|
2018
Q4 | $1.02M | Sell |
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|
2018
Q3 | $3.15M | Sell |
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|
2018
Q2 | $3.31M | Sell |
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|
2018
Q1 | $3.56M | Sell |
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|
2017
Q4 | $4.42M | Buy |
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|
2017
Q3 | $4.43M | Buy |
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|
2017
Q2 | $4.17M | Sell |
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|
2017
Q1 | $4.43M | Buy |
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|
2016
Q4 | $3.66M | Buy |
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|
2016
Q3 | $3.48M | Sell |
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|
2016
Q2 | $3.61M | Buy |
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|
2016
Q1 | $2.58M | Buy |
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