Western Wealth Management’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 | $204K | Buy |
+2,532
| New | +$204K | 0.01% | 691 |
|
|
2022
Q4 | – | Sell |
-2,945
| Closed | -$211K | – | 686 |
|
|
2022
Q3 | $211K | Sell |
2,945
-149
| -5% | -$10.7K | 0.01% | 731 |
|
|
2022
Q2 | $228K | Sell |
3,094
-984
| -24% | -$72.5K | 0.01% | 698 |
|
|
2022
Q1 | $335K | Buy |
4,078
+1,723
| +73% | +$142K | 0.02% | 639 |
|
|
2021
Q4 | $204K | Buy |
+2,355
| New | +$204K | 0.02% | 579 |
|
|
2021
Q2 | $390K | Sell |
4,439
-633
| -12% | -$55.6K | 0.04% | 422 |
|
|
2021
Q1 | $442K | Buy |
5,072
+2,223
| +78% | +$194K | 0.06% | 311 |
|
|
2020
Q4 | $249K | Buy |
2,849
+34
| +1% | +$2.97K | 0.04% | 393 |
|
|
2020
Q3 | $236K | Sell |
2,815
-307
| -10% | -$25.7K | 0.04% | 379 |
|
|
2020
Q2 | $255K | Sell |
3,122
-436
| -12% | -$35.6K | 0.05% | 342 |
|
|
2020
Q1 | $272K | Buy |
+3,558
| New | +$272K | 0.06% | 283 |
|
|
2019
Q4 | – | Sell |
-2,878
| Closed | -$250K | – | 409 |
|
|
2019
Q3 | $250K | Sell |
2,878
-231
| -7% | -$20.1K | 0.05% | 329 |
|
|
2019
Q2 | $271K | Buy |
3,109
+97
| +3% | +$8.46K | 0.04% | 322 |
|
|
2019
Q1 | $261K | Sell |
3,012
-112
| -4% | -$9.71K | 0.06% | 313 |
|
|
2018
Q4 | $253K | Buy |
+3,124
| New | +$253K | 0.07% | 281 |
|