White Lighthouse Investment 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 | $328K | Sell |
4,068
-183
| -4% | -$14.8K | 0.05% | 108 |
|
|
2025
Q1 | $335K | Buy |
4,251
+178
| +4% | +$14K | 0.06% | 107 |
|
|
2024
Q4 | $320K | Buy |
4,073
+1,094
| +37% | +$86K | 0.06% | 112 |
|
|
2024
Q3 | $239K | Buy |
+2,979
| New | +$239K | 0.04% | 121 |
|
|
2020
Q3 | – | Sell |
-4,363
| Closed | -$356K | – | 113 |
|
|
2020
Q2 | $356K | Sell |
4,363
-2,447
| -36% | -$200K | 0.13% | 87 |
|
|
2020
Q1 | $525K | Buy |
6,810
+1,040
| +18% | +$80.2K | 0.22% | 71 |
|
|
2019
Q4 | $507K | Buy |
5,770
+1,199
| +26% | +$105K | 0.19% | 79 |
|
|
2019
Q3 | $398K | Buy |
4,571
+676
| +17% | +$58.9K | 0.16% | 89 |
|
|
2019
Q2 | $340K | Buy |
+3,895
| New | +$340K | 0.14% | 92 |
|