Wealthspire Advisors (New York)’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 | $719K | Sell |
8,912
-290
| -3% | -$23.4K | ﹤0.01% | 450 |
|
|
2025
Q1 | $726K | Buy |
9,202
+4,601
| +100% | +$363K | ﹤0.01% | 445 |
|
|
2024
Q4 | $362K | Buy |
4,601
+483
| +12% | +$38K | ﹤0.01% | 600 |
|
|
2024
Q3 | $331K | Buy |
+4,118
| New | +$331K | ﹤0.01% | 601 |
|
|
2022
Q2 | – | Sell |
-2,455
| Closed | -$202K | – | 505 |
|
|
2022
Q1 | $202K | Sell |
2,455
-7,631
| -76% | -$628K | ﹤0.01% | 414 |
|
|
2021
Q4 | $878K | Sell |
10,086
-158
| -2% | -$13.8K | 0.02% | 246 |
|
|
2021
Q3 | $896K | Buy |
10,244
+216
| +2% | +$18.9K | 0.02% | 267 |
|
|
2021
Q2 | $883K | Buy |
10,028
+7,227
| +258% | +$636K | 0.02% | 175 |
|
|
2021
Q1 | $244K | Buy |
2,801
+259
| +10% | +$22.6K | 0.01% | 619 |
|
|
2020
Q4 | $222K | Buy |
+2,542
| New | +$222K | 0.01% | 523 |
|
|
2020
Q2 | – | Sell |
-8,861
| Closed | -$683K | – | 386 |
|
|
2020
Q1 | $683K | Buy |
+8,861
| New | +$683K | 0.03% | 251 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | – | – | 386 |
|
|
2018
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 898 |
|