Wealthstreet Investment 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 | – | Sell |
-51,964
| Closed | -$4.53M | – | 197 |
|
|
2021
Q1 | $4.53M | Buy |
51,964
+1,531
| +3% | +$133K | 0.44% | 56 |
|
|
2020
Q4 | $4.4M | Sell |
50,433
-75
| -0.1% | -$6.55K | 0.45% | 54 |
|
|
2020
Q3 | $4.24M | Buy |
50,508
+2,678
| +6% | +$225K | 0.47% | 52 |
|
|
2020
Q2 | $3.9M | Buy |
47,830
+5,307
| +12% | +$433K | 0.48% | 53 |
|
|
2020
Q1 | $3.28M | Sell |
42,523
-9,237
| -18% | -$712K | 0.48% | 50 |
|
|
2019
Q4 | $4.55M | Buy |
51,760
+17,145
| +50% | +$1.51M | 0.53% | 52 |
|
|
2019
Q3 | $3.02M | Sell |
34,615
-14,765
| -30% | -$1.29M | 0.39% | 65 |
|
|
2019
Q2 | $4.31M | Sell |
49,380
-1,030
| -2% | -$89.8K | 0.56% | 52 |
|
|
2019
Q1 | $4.36M | Buy |
50,410
+1,012
| +2% | +$87.5K | 0.57% | 50 |
|
|
2018
Q4 | $4.16M | Sell |
49,398
-4,588
| -8% | -$387K | 0.58% | 49 |
|
|
2018
Q3 | $4.67M | Buy |
53,986
+1,139
| +2% | +$98.5K | 0.58% | 51 |
|
|
2018
Q2 | $4.5M | Sell |
52,847
-1,584
| -3% | -$135K | 0.59% | 47 |
|
|
2018
Q1 | $4.66M | Buy |
54,431
+905
| +2% | +$77.5K | 0.58% | 43 |
|
|
2017
Q4 | $4.67M | Buy |
+53,526
| New | +$4.67M | 0.57% | 48 |
|