Wells Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-300
| Closed | -$22.7K | – | 68 |
|
|
2023
Q1 | $22.7K | Hold |
300
| – | – | 0.02% | 57 |
|
|
2022
Q4 | $22.1K | Sell |
300
-2,230
| -88% | -$164K | 0.02% | 54 |
|
|
2022
Q3 | $181K | Hold |
2,530
| – | – | 0.18% | 34 |
|
|
2022
Q2 | $186K | Hold |
2,530
| – | – | 0.17% | 34 |
|
|
2022
Q1 | $208K | Hold |
2,530
| – | – | 0.17% | 35 |
|
|
2021
Q4 | $220K | Hold |
2,530
| – | – | 0.18% | 35 |
|
|
2021
Q3 | $221K | Hold |
2,530
| – | – | 0.19% | 36 |
|
|
2021
Q2 | $223K | Hold |
2,530
| – | – | 0.19% | 37 |
|
|
2021
Q1 | $221K | Hold |
2,530
| – | – | 0.2% | 38 |
|
|
2020
Q4 | $221K | Buy |
+2,530
| New | +$221K | 0.19% | 33 |
|